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| Provider | Service type | Compensation |
|---|---|---|
ENDURE RETIREMENT LLC3 years Service code 15 · EIN 83-1309467 | Recordkeeping | $27,064 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,250 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,624 | $88,360-46.1% | $145,433-67.3% | $67,986-30.0% |
| Participation rate | 64.3% | 65.5%-1.1pp | 82.1%-17.8pp | 57.2%+7.1pp |
| Annual return | 19.42% | 63.15%-43.7pp | 66.58%-47.2pp | 31.67%-12.2pp |
| Employer contribution / active EE | $2,694 | $3,054-11.8% | $4,554-40.9% | $2,019+33.4% |
| Participant deferral / active EE | $5,528 | $5,932-6.8% | $7,897-30.0% | $3,358+64.6% |
| Admin fee / account holder | $263 | $3,313-92.0% | $13,129-98.0% | $3,203-91.8% |