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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,164 |
WEGNER CPAS, LLP1 year Filed as: WEGNER CPAS LLP Service code 15 · EIN 39-0974031 | Recordkeeping | $7,000 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES Service code 49 2130 GRAND AVE · DES MOINES, IA 50312 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,388 | $38,365-62.5% | $84,623-83.0% | $65,185-77.9% |
| Participation rate | 43.7% | 55.7%-12.0pp | 68.2%-24.6pp | 70.2%-26.5pp |
| Annual return | 20.30% | 32.00%-11.7pp | 258.77%-238.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $213 | $1,258-83.0% | $2,652-92.0% | $2,177-90.2% |
| Participant deferral / active EE | $1,022 | $2,278-55.1% | $3,899-73.8% | $3,514-70.9% |
| Admin fee / account holder | $151 | $451-66.5% | $4,913-96.9% | $847-82.2% |