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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,341 |
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).
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 | $28,167 | $46,072-38.9% | $69,779-59.6% | $55,167-48.9% |
| Participation rate | 69.9% | 67.5%+2.4pp | 71.8%-1.9pp | 69.0%+0.9pp |
| Annual return | 7.95% | 8.68%-0.7pp | 12.99%-5.0pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,322 | $1,500-11.8% | $2,338-43.5% | $1,963-32.6% |
| Participant deferral / active EE | $1,822 | $2,344-22.3% | $2,931-37.8% | $3,054-40.4% |
| Admin fee / account holder | $31 | $428-92.8% | $4,381-99.3% | $504-93.9% |