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| Provider | Service type | Compensation |
|---|---|---|
JSC ADVISORS1 year Filed as: JSC ADVISORS, LLC Service code 15 · EIN 26-3162577 | Recordkeeping | $36,623 |
Filed as: ALLOY, SILVERSTEIN, SHAPIRO Service code 15 · EIN 22-1942902 | Recordkeeping | $10,000 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,225 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.)
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 | $43,438 | $74,089-41.4% | $133,975-67.6% | $55,167-21.3% |
| Participation rate | 67.3% | 84.3%-17.0pp | 87.1%-19.7pp | 69.0%-1.7pp |
| Annual return | 9.08% | 12.11%-3.0pp | 29.29%-20.2pp | 169.23%-160.1pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,200 | $4,678-53.0% | $6,282-65.0% | $3,054-28.0% |
| Admin fee / account holder | $343 | $458-25.1% | $9,324-96.3% | $504-31.9% |