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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP3+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $16,522 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $9,812 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $855 |
ADP BROKER-DEALER3+ 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.
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.
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 | $50,023 | $50,637-1.2% | $86,582-42.2% | $62,293-19.7% |
| Participation rate | 36.5% | 67.9%-31.4pp | 73.5%-37.0pp | 69.5%-33.0pp |
| Annual return | 6.53% | 20.80%-14.3pp | 965.08%-958.6pp | 28.90%-22.4pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $924 | $2,611-64.6% | $3,609-74.4% | $3,169-70.9% |
| Admin fee / account holder | $334 | $413-19.1% | $4,904-93.2% | $479-30.3% |