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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNER AMPER WEALTH MANAGEMENT CORP Service code 15 · EIN 22-3655451 | Recordkeeping | $6,073 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,226 | $89,652-77.4% | $141,177-85.7% | $65,185-69.0% |
| Participation rate | 41.3% | 74.7%-33.4pp | 82.5%-41.2pp | 70.2%-28.9pp |
| Annual return | 91.06% | 32.79%+58.3pp | 71.40%+19.7pp | 29.38%+61.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,141 | $5,691-44.8% | $6,710-53.2% | $3,514-10.6% |
| Admin fee / account holder | $54 | $569-90.6% | $10,263-99.5% | $847-93.7% |