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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $20,053 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,218 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,714 | $88,203-51.6% | $165,100-74.1% | $74,478-42.6% |
| Participation rate | 67.8% | 73.1%-5.3pp | 78.6%-10.8pp | 67.2%+0.6pp |
| Annual return | 14.08% | 17.13%-3.1pp | 70.21%-56.1pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,851 | $4,505-14.5% | $6,035-36.2% | $4,350-11.5% |
| Admin fee / account holder | $179 | $2,235-92.0% | $12,696-98.6% | $1,946-90.8% |