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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEX FUND ADVISORS, INC. Service code 15 · EIN 46-3096907 | Recordkeeping | $20,916 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $885 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,196 | $45,050+27.0% | $63,018-9.2% | $70,126-18.4% |
| Participation rate | 66.7% | 69.5%-2.8pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 15.17% | 18.76%-3.6pp | 87.62%-72.4pp | 73.15%-58.0pp |
| Employer contribution / active EE | $918 | $2,052-55.3% | $2,761-66.8% | $2,343-60.8% |
| Participant deferral / active EE | $3,504 | $2,466+42.1% | $3,330+5.2% | $3,332+5.2% |
| Admin fee / account holder | $303 | $2,834-89.3% | $3,601-91.6% | $4,645-93.5% |