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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GOLDEN EAGLE CAPITAL ADVISORS INC. Service code 15 · EIN 38-3936746 | Recordkeeping | $18,299 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,116 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,517 | $55,458+27.2% | $76,030-7.3% | $77,762-9.3% |
| Participation rate | 29.2% | 63.6%-34.4pp | 69.1%-39.9pp | 70.6%-41.4pp |
| Annual return | 11.46% | 17.10%-5.6pp | 361.54%-350.1pp | 31.27%-19.8pp |
| Employer contribution / active EE | $284 | $1,792-84.2% | $2,688-89.4% | $2,728-89.6% |
| Participant deferral / active EE | $1,390 | $3,454-59.8% | $4,257-67.4% | $4,651-70.1% |
| Admin fee / account holder | $365 | $411-11.1% | $6,421-94.3% | $433-15.6% |