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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP4 years Filed as: EISNER AMPER WEALTH MANAGEMENT CORP Service code 15 · EIN 22-3655451 | Recordkeeping | $8,848 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,922 | $84,482-78.8% | $125,363-85.7% | $66,930-73.2% |
| Participation rate | 36.7% | 76.4%-39.7pp | 82.4%-45.6pp | 69.8%-33.1pp |
| Annual return | -18.90% | -8.49%-10.4pp | 572.15%-591.1pp | 1.57%-20.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,884 | $6,782-42.7% | $7,447-47.8% | $4,238-8.3% |
| Admin fee / account holder | $66 | $685-90.4% | $10,005-99.3% | $593-89.0% |