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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $30,889 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,408 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,603 | $66,302-49.3% | $110,243-69.5% | $56,289-40.3% |
| Participation rate | 43.1% | 74.9%-31.8pp | 79.8%-36.7pp | 69.9%-26.7pp |
| Annual return | -6.03% | -1.18%-4.9pp | 314.76%-320.8pp | -9.96%+3.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,054 | $3,381-39.3% | $4,672-56.0% | $3,350-38.7% |
| Admin fee / account holder | $366 | $698-47.6% | $8,548-95.7% | $521-29.8% |