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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $16,024 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,255 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $26,655 | $86,341-69.1% | $125,192-78.7% | $65,185-59.1% |
| Participation rate | 70.1% | 75.3%-5.2pp | 79.8%-9.6pp | 70.2%-0.1pp |
| Annual return | 19.86% | 27.44%-7.6pp | 43.79%-23.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,648 | $3,538-25.2% | $4,937-46.4% | $3,514-24.6% |
| Admin fee / account holder | $143 | $609-76.6% | $9,704-98.5% | $847-83.1% |