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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,369 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,941 | $49,138-2.4% | $84,023-42.9% | $65,186-26.5% |
| Participation rate | 59.0% | 60.7%-1.7pp | 69.0%-10.0pp | 70.2%-11.2pp |
| Annual return | 18.85% | 23.00%-4.1pp | 71.32%-52.5pp | 29.39%-10.5pp |
| Employer contribution / active EE | $625 | $914-31.6% | $1,984-68.5% | $2,177-71.3% |
| Participant deferral / active EE | $2,704 | $2,397+12.8% | $3,239-16.5% | $3,514-23.1% |
| Admin fee / account holder | $110 | $543-79.8% | $6,102-98.2% | $847-87.1% |