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| Provider | Service type | Compensation |
|---|---|---|
CENTAURUS FINANCIAL INC1+ years Service code 15 · EIN 33-0530236 | Recordkeeping | $34,996 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,061 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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.
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 | $44,120 | $88,324-50.0% | $115,037-61.6% | $55,191-20.1% |
| Participation rate | 58.8% | 72.5%-13.7pp | 81.4%-22.6pp | 69.2%-10.4pp |
| Annual return | -2.04% | 6.30%-8.3pp | 26.14%-28.2pp | 10.78%-12.8pp |
| Employer contribution / active EE | $2,309 | $2,805-17.7% | $4,608-49.9% | $1,899+21.6% |
| Participant deferral / active EE | $3,290 | $5,042-34.7% | $6,026-45.4% | $3,046+8.0% |
| Admin fee / account holder | $336 | $105+218.4% | $8,175-95.9% | $91+269.6% |