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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 15 · EIN 46-5576228 | Recordkeeping | $10,975 |
PLANTE & MORAN, PLLC1 year Service code 15 · EIN 32-0503264 | Recordkeeping | $8,894 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,143 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,389 | $157,755-80.1% | $109,313-71.3% | - |
| Participation rate | 56.6% | 56.0%+0.5pp | 71.3%-14.7pp | - |
| Annual return | 8.09% | 5.09%+3.0pp | 22.07%-14.0pp | - |
| Employer contribution / active EE | $1,684 | $1,256+34.2% | $3,892-56.7% | - |
| Participant deferral / active EE | $3,181 | $2,072+53.5% | $3,166+0.5% | - |
| Admin fee / account holder | $307 | $7,421-95.9% | $5,666-94.6% | - |