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| Provider | Service type | Compensation |
|---|---|---|
BERGIN ROBERTS & CO, LLC3+ years Service code 15 · EIN 26-4567336 | Recordkeeping | $21,317 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,136 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $19,751 | $55,453-64.4% | $170,435-88.4% | $62,293-68.3% |
| Participation rate | 67.2% | 66.4%+0.8pp | 83.6%-16.4pp | 69.5%-2.3pp |
| Annual return | 14.40% | 21.38%-7.0pp | 205.94%-191.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $172 | $2,164-92.1% | $5,432-96.8% | $2,042-91.6% |
| Participant deferral / active EE | $1,214 | $2,303-47.3% | $4,939-75.4% | $3,169-61.7% |
| Admin fee / account holder | $183 | $455-59.8% | $13,881-98.7% | $479-61.8% |