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| Provider | Service type | Compensation |
|---|---|---|
IRON HORSE WEALTH MANAGEMENT3 years Service code 15 · EIN 46-0677972 | Recordkeeping | $18,662 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,518 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,589 | $84,493-62.6% | $125,381-74.8% | $66,938-52.8% |
| Participation rate | 51.0% | 76.4%-25.4pp | 82.4%-31.4pp | 69.8%-18.8pp |
| Annual return | -11.38% | -8.49%-2.9pp | 572.31%-583.7pp | 1.58%-13.0pp |
| Employer contribution / active EE | $1,339 | $3,554-62.3% | $4,815-72.2% | $2,545-47.4% |
| Participant deferral / active EE | $2,855 | $6,783-57.9% | $7,448-61.7% | $4,238-32.6% |
| Admin fee / account holder | $165 | $685-75.8% | $10,007-98.3% | $594-72.1% |