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| Provider | Service type | Compensation |
|---|---|---|
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK,RIMERMAN CO LLP Service code 15 · EIN 94-1341042 | Recordkeeping | $10,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,711 |
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 | $6,284 | $45,126-86.1% | $85,187-92.6% | $74,459-91.6% |
| Participation rate | 88.3% | 49.4%+38.9pp | 67.5%+20.7pp | 67.2%+21.0pp |
| Annual return | 17.73% | 26.30%-8.6pp | 66.67%-48.9pp | 1369.70%-1352.0pp |
| Employer contribution / active EE | $729 | $1,460-50.1% | $2,732-73.3% | $2,626-72.2% |
| Participant deferral / active EE | $1,416 | $2,738-48.3% | $4,525-68.7% | $4,350-67.4% |
| Admin fee / account holder | $64 | $2,212-97.1% | $6,162-99.0% | $1,945-96.7% |