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| Provider | Service type | Compensation |
|---|---|---|
BOIVIN & ASSOCIATES2 years Filed as: BOIVIN & ASSOCIATES, CPA'S PLLC Service code 15 · EIN 27-1516157 | Recordkeeping | $6,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,885 |
ADP BROKER-DEALER3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $13,213 | $46,173-71.4% | $170,435-92.2% | $69,631-81.0% |
| Participation rate | 15.6% | 63.9%-48.3pp | 83.6%-68.0pp | 70.7%-55.1pp |
| Annual return | 15.78% | 21.62%-5.8pp | 205.94%-190.2pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $277 | $1,610-82.8% | $5,432-94.9% | $2,032-86.4% |
| Participant deferral / active EE | $491 | $2,080-76.4% | $4,939-90.1% | $3,224-84.8% |
| Admin fee / account holder | $165 | $116+42.2% | $13,881-98.8% | $110+49.3% |