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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 15 · EIN 13-1459550 | Recordkeeping | $10,000 |
GATEWAY ADVISORY, LLC2+ years Service code 15 · EIN 27-1678306 | Recordkeeping | $7,410 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,950 | $63,924-40.6% | $108,582-65.0% | $55,167-31.2% |
| Participation rate | 49.5% | 74.3%-24.8pp | 79.6%-30.0pp | 69.0%-19.4pp |
| Annual return | 7.44% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,772 | $3,067-9.6% | $4,311-35.7% | $3,054-9.2% |
| Admin fee / account holder | $205 | $618-66.8% | $7,645-97.3% | $504-59.3% |