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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTEGRATED WEALTH CONCEPTS Service code 15 · EIN 81-3433658 | Recordkeeping | $7,422 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,161 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,395 | $106,247-80.8% | $147,096-86.1% | $77,714-73.8% |
| Participation rate | 28.0% | 78.4%-50.4pp | 82.2%-54.2pp | 70.6%-42.6pp |
| Annual return | 17.02% | 56.87%-39.8pp | 419.75%-402.7pp | 31.26%-14.2pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,644 | $7,996-79.4% | $8,071-79.6% | $4,649-64.6% |
| Admin fee / account holder | $99 | $338-70.9% | $13,005-99.2% | $433-77.2% |