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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP2 years Filed as: EISNER AMPER WEALTH MANAGEMENT CORP Service code 15 · EIN 22-3655451 | Recordkeeping | $7,453 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,574 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,944 | $99,957-75.0% | $149,730-83.3% | $73,493-66.1% |
| Participation rate | 51.0% | 75.7%-24.7pp | 82.5%-31.5pp | 70.7%-19.7pp |
| Annual return | 19.09% | 53.87%-34.8pp | 276.70%-257.6pp | 28.51%-9.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,478 | $6,073-42.7% | $6,843-49.2% | $3,740-7.0% |
| Admin fee / account holder | $58 | $551-89.5% | $9,310-99.4% | $513-88.7% |