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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,546 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS, IN Service code 15 · EIN 23-2697799 | Recordkeeping | $13,357 |
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.)
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 | $35,470 | $29,359+20.8% | $56,025-36.7% | - |
| Participation rate | 41.4% | 38.0%+3.4pp | 52.5%-11.1pp | - |
| Annual return | 11.67% | 15.65%-4.0pp | 1712.69%-1701.0pp | - |
| Employer contribution / active EE | $0 | $424-100.0% | $1,042-100.0% | - |
| Participant deferral / active EE | $1,447 | $855+69.2% | $1,955-25.9% | - |
| Admin fee / account holder | $446 | $1,790-75.1% | $2,828-84.2% | - |