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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,151 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,749 | $106,236-92.7% | $112,258-93.1% | $64,814-88.0% |
| Participation rate | 77.4% | 71.7%+5.7pp | 75.1%+2.3pp | 71.5%+5.9pp |
| Annual return | -18.85% | -6.02%-12.8pp | 27.47%-46.3pp | 32.84%-51.7pp |
| Employer contribution / active EE | $960 | $3,166-69.7% | $3,636-73.6% | $2,507-61.7% |
| Participant deferral / active EE | $2,616 | $3,785-30.9% | $4,728-44.7% | $4,310-39.3% |
| Admin fee / account holder | $39 | $452-91.4% | $6,411-99.4% | $188-79.3% |