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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC2 years Service code 15 · EIN 83-1143379 | Recordkeeping | $17,188 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,150 | $83,045-58.9% | $130,045-73.7% | $71,511-52.2% |
| Participation rate | 63.6% | 74.1%-10.5pp | 78.5%-14.9pp | 67.9%-4.3pp |
| Annual return | 17.78% | 20.61%-2.8pp | -137.30%+155.1pp | 28.86%-11.1pp |
| Employer contribution / active EE | $1,765 | $2,623-32.7% | $4,321-59.2% | $2,589-31.8% |
| Participant deferral / active EE | $2,972 | $4,436-33.0% | $5,820-48.9% | $4,291-30.7% |
| Admin fee / account holder | $184 | $1,727-89.4% | $10,600-98.3% | $1,588-88.4% |