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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,655 |
GOOD LIFE ADVISORS, LLC1 year Service code 15 · EIN 47-1058535 | Recordkeeping | $10,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $28,455 | $54,729-48.0% | $86,235-67.0% | $71,529-60.2% |
| Participation rate | 49.5% | 60.1%-10.6pp | 69.0%-19.4pp | 67.9%-18.4pp |
| Annual return | 12.79% | 20.07%-7.3pp | 1170.03%-1157.2pp | 28.97%-16.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,198 | $3,110-29.3% | $3,987-44.9% | $4,291-48.8% |
| Admin fee / account holder | $198 | $1,921-89.7% | $6,856-97.1% | $1,588-87.5% |