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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC3+ years Service code 15 · EIN 82-4882966 | Recordkeeping | $61,782 |
Service code 15 · EIN 48-1291655 | Recordkeeping | $12,500 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,850 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,983 | $95,388-79.1% | $125,363-84.1% | $77,906-74.3% |
| Participation rate | 44.6% | 78.6%-34.0pp | 82.4%-37.8pp | 73.7%-29.1pp |
| Annual return | -10.10% | 116.19%-126.3pp | 572.15%-582.2pp | 12.16%-22.3pp |
| Employer contribution / active EE | $1,067 | $3,666-70.9% | $4,815-77.8% | $2,846-62.5% |
| Participant deferral / active EE | $2,166 | $7,711-71.9% | $7,447-70.9% | $4,805-54.9% |
| Admin fee / account holder | $108 | $119-9.4% | $10,005-98.9% | $133-18.8% |