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| Provider | Service type | Compensation |
|---|---|---|
FORESIGHT WEALTH MANAGEMENT3 years Service code 15 · EIN 27-2830751 | Recordkeeping | $10,254 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $26,458 | $99,957-73.5% | $149,745-82.3% | $73,497-64.0% |
| Participation rate | 44.8% | 75.7%-30.9pp | 82.5%-37.6pp | 70.7%-25.8pp |
| Annual return | 19.36% | 53.87%-34.5pp | 276.72%-257.4pp | 28.51%-9.2pp |
| Employer contribution / active EE | $893 | $3,191-72.0% | $4,646-80.8% | $2,270-60.7% |
| Participant deferral / active EE | $3,173 | $6,073-47.8% | $6,843-53.6% | $3,740-15.2% |
| Admin fee / account holder | $109 | $551-80.1% | $9,312-98.8% | $513-78.7% |