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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP5+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $37,880 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,464 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $647 |
ADP BROKER-DEALER5+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,567 | $54,237-12.3% | $90,300-47.3% | $67,579-29.6% |
| Participation rate | 19.9% | 68.6%-48.7pp | 73.3%-53.3pp | 71.3%-51.4pp |
| Annual return | 9.82% | 37.27%-27.5pp | 78.11%-68.3pp | 378.56%-368.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $567 | $2,625-78.4% | $3,884-85.4% | $3,539-84.0% |
| Admin fee / account holder | $621 | $123+403.6% | $5,353-88.4% | $142+336.7% |