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| Provider | Service type | Compensation |
|---|---|---|
WEDBUSH SECURITIES INC.4 years Service code 15 · EIN 95-4323351 | Recordkeeping | $11,444 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,940 |
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).
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 | $13,723 | $60,454-77.3% | $81,844-83.2% | $74,459-81.6% |
| Participation rate | 61.4% | 63.0%-1.6pp | 72.4%-11.0pp | 67.2%-5.8pp |
| Annual return | 14.44% | 16.87%-2.4pp | 778.87%-764.4pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,843 | $3,398-45.8% | $4,323-57.4% | $4,350-57.6% |
| Admin fee / account holder | $68 | $1,490-95.4% | $7,355-99.1% | $1,945-96.5% |