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| Provider | Service type | Compensation |
|---|---|---|
IRON HORSE WEALTH MANAGEMENT4 years Service code 15 · EIN 46-0677972 | Recordkeeping | $19,007 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,880 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,007 | $91,407-58.4% | $135,903-72.0% | $71,457-46.8% |
| Participation rate | 44.8% | 75.7%-30.8pp | 81.9%-37.1pp | 67.9%-23.1pp |
| Annual return | 15.88% | 29.90%-14.0pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,443 | $3,703-61.0% | $4,856-70.3% | $2,588-44.3% |
| Participant deferral / active EE | $3,204 | $7,092-54.8% | $7,758-58.7% | $4,289-25.3% |
| Admin fee / account holder | $292 | $1,266-76.9% | $10,762-97.3% | $1,587-81.6% |