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| Provider | Service type | Compensation |
|---|---|---|
RICHEY MAY & CO LLP2 years Service code 15 · EIN 71-0911208 | Recordkeeping | $8,827 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,640 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITY SERVICES INC2 years Filed as: EQUITY SERVICES, INC Service code 49 825 NE MULTNOMAH · PORTLAND, OR 97232 | Other Services | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,121 | $111,608-70.3% | $177,827-81.4% | $73,412-54.9% |
| Participation rate | 50.3% | 87.9%-37.5pp | 87.7%-37.4pp | 72.2%-21.8pp |
| Annual return | 33.35% | 18.23%+15.1pp | 48.32%-15.0pp | 59.30%-25.9pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,820 | $6,199-22.2% | $7,713-37.5% | $3,806+26.7% |
| Admin fee / account holder | $98 | $166-40.8% | $12,429-99.2% | $158-37.9% |