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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,002 | $42,546+17.5% | $71,796-30.4% | $55,167-9.4% |
| Participation rate | 51.7% | 59.1%-7.5pp | 69.1%-17.4pp | 69.0%-17.3pp |
| Annual return | 7.10% | 12.36%-5.3pp | 78.04%-70.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $248 | $803-69.2% | $1,924-87.1% | $1,963-87.4% |
| Participant deferral / active EE | $2,656 | $2,064+28.6% | $2,794-5.0% | $3,054-13.0% |
| Admin fee / account holder | $116 | $650-82.1% | $4,815-97.6% | $504-77.0% |