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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $15,831 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,973 |
ADP BROKER-DEALER9+ 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).
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 | $31,124 | $83,045-62.5% | $130,026-76.1% | $71,495-56.5% |
| Participation rate | 70.6% | 74.1%-3.6pp | 78.5%-7.9pp | 67.9%+2.6pp |
| Annual return | 18.91% | 20.61%-1.7pp | -137.26%+156.2pp | 28.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,007 | $4,436-32.2% | $5,821-48.3% | $4,291-29.9% |
| Admin fee / account holder | $119 | $1,727-93.1% | $10,608-98.9% | $1,588-92.5% |