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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 15 · EIN 87-4130828 | Recordkeeping | $20,365 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,972 | $78,485-72.0% | $106,213-79.3% | $74,495-70.5% |
| Participation rate | 66.0% | 72.8%-6.8pp | 75.3%-9.2pp | 67.2%-1.2pp |
| Annual return | 11.19% | 15.95%-4.8pp | 116.14%-105.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,848 | $2,523-26.7% | $3,171-41.7% | $2,623-29.5% |
| Participant deferral / active EE | $3,328 | $4,322-23.0% | $5,016-33.6% | $4,346-23.4% |
| Admin fee / account holder | $149 | $2,232-93.3% | $11,033-98.6% | $1,942-92.3% |