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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,724 |
OESTRIECHER & CO., CPAS1 year Filed as: OESTRIECHER & CO., CPA Service code 15 · EIN 72-0910574 | Recordkeeping | $6,000 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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).
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 | $12,135 | $46,173-73.7% | $170,435-92.9% | $69,631-82.6% |
| Participation rate | 37.3% | 63.9%-26.6pp | 83.6%-46.3pp | 70.7%-33.4pp |
| Annual return | 18.60% | 21.62%-3.0pp | 205.94%-187.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $846 | $2,080-59.3% | $4,939-82.9% | $3,224-73.8% |
| Admin fee / account holder | $174 | $116+50.4% | $13,881-98.7% | $110+57.9% |