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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC1+ years Service code 15 · EIN 82-4882966 | Recordkeeping | $12,351 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,031 | $100,801-89.1% | $149,730-92.6% | $73,412-85.0% |
| Participation rate | 54.3% | 77.7%-23.4pp | 82.5%-28.2pp | 72.2%-17.9pp |
| Annual return | 0.00% | 265.34%-265.3pp | 276.70%-276.7pp | 59.30%-59.3pp |
| Employer contribution / active EE | $1,094 | $3,312-67.0% | $4,645-76.5% | $2,234-51.0% |
| Participant deferral / active EE | $1,929 | $6,404-69.9% | $6,843-71.8% | $3,806-49.3% |
| Admin fee / account holder | $34 | $181-81.0% | $9,310-99.6% | $158-78.3% |