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| Provider | Service type | Compensation |
|---|---|---|
BOIVIN & ASSOCIATES4 years Filed as: BOIVIN & ASSOCIATES, CPA'S PLLC Service code 15 · EIN 27-1516157 | Recordkeeping | $6,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,810 |
ADP BROKER-DEALER5+ 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).
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 | $13,342 | $62,928-78.8% | $172,753-92.3% | $67,582-80.3% |
| Participation rate | 16.6% | 64.5%-47.9pp | 82.6%-66.1pp | 71.3%-54.7pp |
| Annual return | 17.81% | 30.36%-12.5pp | 803.00%-785.2pp | 378.57%-360.8pp |
| Employer contribution / active EE | $298 | $1,636-81.8% | $5,144-94.2% | $2,148-86.1% |
| Participant deferral / active EE | $511 | $2,145-76.2% | $5,198-90.2% | $3,539-85.6% |
| Admin fee / account holder | $136 | $167-18.1% | $13,956-99.0% | $142-4.1% |