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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $17,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,749 | $50,919-67.1% | $155,556-89.2% | $77,762-78.5% |
| Participation rate | 31.0% | 63.1%-32.1pp | 78.2%-47.3pp | 70.6%-39.6pp |
| Annual return | 16.24% | 34.84%-18.6pp | 64.84%-48.6pp | 31.27%-15.0pp |
| Employer contribution / active EE | $984 | $1,991-50.6% | $4,675-79.0% | $2,728-63.9% |
| Participant deferral / active EE | $2,200 | $2,824-22.1% | $5,631-60.9% | $4,651-52.7% |
| Admin fee / account holder | $121 | $437-72.2% | $15,885-99.2% | $433-72.0% |