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| Provider | Service type | Compensation |
|---|---|---|
OESTRIECHER & CO., CPAS2 years Filed as: OESTRIECHER & CO., CPA Service code 15 · EIN 72-0910574 | Recordkeeping | $6,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,710 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,314 | $37,196-72.3% | $154,108-93.3% | $55,725-81.5% |
| Participation rate | 37.7% | 64.1%-26.4pp | 83.0%-45.4pp | 70.9%-33.2pp |
| Annual return | -8.25% | 1319.68%-1327.9pp | 735.21%-743.5pp | 244.93%-253.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $995 | $2,068-51.9% | $5,081-80.4% | $3,356-70.3% |
| Admin fee / account holder | $58 | $102-42.9% | $13,411-99.6% | $115-49.6% |