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| Provider | Service type | Compensation |
|---|---|---|
BCG SECURITIES6+ years Filed as: BCG SECURITIES INC. Service code 15 · EIN 23-1664237 | Recordkeeping | $8,930 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,320 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,999 | $62,132-24.4% | $185,827-74.7% | $73,493-36.0% |
| Participation rate | 68.1% | 67.8%+0.3pp | 78.0%-9.9pp | 70.7%-2.6pp |
| Annual return | 20.79% | 20.44%+0.4pp | 35.96%-15.2pp | 28.51%-7.7pp |
| Employer contribution / active EE | $132 | $1,681-92.1% | $4,087-96.8% | $2,270-94.2% |
| Participant deferral / active EE | $1,499 | $3,711-59.6% | $5,633-73.4% | $3,740-59.9% |
| Admin fee / account holder | $120 | $419-71.4% | $9,502-98.7% | $513-76.7% |