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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 115 S LASALLE ST · CHICAGO, IL 60603 | Contract Administrator | $15,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $14,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,819 | $65,322-77.3% | $70,476-79.0% | $73,493-79.8% |
| Participation rate | 64.0% | 77.0%-12.9pp | 75.1%-11.0pp | 70.7%-6.6pp |
| Annual return | 14.65% | 15.71%-1.1pp | 109.12%-94.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $785 | $2,460-68.1% | $2,738-71.3% | $2,270-65.4% |
| Participant deferral / active EE | $1,622 | $3,375-51.9% | $3,710-56.3% | $3,740-56.6% |
| Admin fee / account holder | $292 | $214+36.2% | $3,847-92.4% | $513-43.2% |