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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $100 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,433 | $65,376-68.7% | $87,104-76.5% | $65,185-68.7% |
| Participation rate | 66.0% | 75.3%-9.4pp | 76.9%-10.9pp | 70.2%-4.2pp |
| Annual return | 31.11% | 31.27%-0.2pp | 28.19%+2.9pp | 29.38%+1.7pp |
| Employer contribution / active EE | $590 | $1,822-67.7% | $2,521-76.6% | $2,177-72.9% |
| Participant deferral / active EE | $1,732 | $3,388-48.9% | $4,048-57.2% | $3,514-50.7% |
| Admin fee / account holder | $226 | $520-56.5% | $7,491-97.0% | $847-73.3% |