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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $130,168 |
SIKICH LLP2 years Filed as: SIKICH USA CPA LLP Service code 15 · EIN 84-3697598 | Recordkeeping | $13,500 |
ADP BROKER-DEALER4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,973 | $53,204-88.8% | $155,556-96.2% | $200,096-97.0% |
| Participation rate | 35.9% | 64.1%-28.2pp | 78.2%-42.3pp | 72.0%-36.1pp |
| Annual return | 9.89% | 41.02%-31.1pp | 64.84%-54.9pp | 34.26%-24.4pp |
| Employer contribution / active EE | $700 | $1,850-62.2% | $4,675-85.0% | $3,038-76.9% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $189 | $186+1.6% | $15,885-98.8% | $269-29.9% |