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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,515 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $27,865 |
Filed as: CONTINUM HEALTH ALLIANCE, LLC Service code 15 · EIN 20-1073471 | Recordkeeping | $10,000 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $7,891 | $45,123-82.5% | $85,240-90.7% | $74,478-89.4% |
| Participation rate | 18.5% | 49.4%-30.8pp | 67.5%-49.0pp | 67.2%-48.7pp |
| Annual return | -60.56% | 26.32%-86.9pp | 66.75%-127.3pp | 1370.56%-1431.1pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,453 | $2,736+26.2% | $4,527-23.7% | $4,350-20.6% |
| Admin fee / account holder | $2,048 | $2,215-7.5% | $6,165-66.8% | $1,946+5.3% |