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| Provider | Service type | Compensation |
|---|---|---|
MAJORS & MONDRAGON2 years Filed as: MAJORS & MONDRAGON, LLC Service code 15 · EIN 81-0708444 | Recordkeeping | $31,162 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,157 | $88,186-68.1% | $165,071-82.9% | $74,459-62.2% |
| Participation rate | 59.7% | 73.1%-13.5pp | 78.6%-19.0pp | 67.2%-7.6pp |
| Annual return | -24.36% | 17.13%-41.5pp | 70.17%-94.5pp | 1369.70%-1394.1pp |
| Employer contribution / active EE | $2,561 | $2,600-1.5% | $4,347-41.1% | $2,626-2.5% |
| Participant deferral / active EE | $4,196 | $4,505-6.8% | $6,035-30.5% | $4,350-3.5% |
| Admin fee / account holder | $648 | $2,234-71.0% | $12,695-94.9% | $1,945-66.7% |