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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,820 |
GOOD LIFE ADVISORS, LLC2 years Service code 15 · EIN 47-1058535 | Recordkeeping | $13,486 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,176 | $59,467-37.5% | $93,727-60.3% | $74,478-50.1% |
| Participation rate | 48.9% | 59.6%-10.8pp | 68.7%-19.9pp | 67.2%-18.4pp |
| Annual return | 21.84% | 82.14%-60.3pp | 133.83%-112.0pp | 1370.56%-1348.7pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,508 | $3,052-17.8% | $4,417-43.2% | $4,350-42.3% |
| Admin fee / account holder | $229 | $3,028-92.4% | $8,292-97.2% | $1,946-88.2% |