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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,584 |
Service code 15 · EIN 52-2222924 | Recordkeeping | $7,017 |
EISNERAMPER LLP6 years Filed as: EISNER AMPER WEALTH MANAGEMENT CORP Service code 15 · EIN 22-3655451 | Recordkeeping | $2,148 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,973 | $101,591-59.7% | $147,096-72.1% | $74,429-45.0% |
| Participation rate | 29.1% | 75.5%-46.4pp | 82.2%-53.1pp | 67.2%-38.1pp |
| Annual return | 15.53% | 8746.45%-8730.9pp | 419.75%-404.2pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,923 | $7,302-60.0% | $8,071-63.8% | $4,348-32.8% |
| Admin fee / account holder | $255 | $1,750-85.4% | $13,005-98.0% | $1,944-86.9% |