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| Provider | Service type | Compensation |
|---|---|---|
FORESIGHT WEALTH MANAGEMENT4 years Service code 15 · EIN 27-2830751 | Recordkeeping | $15,992 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,015 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,411 | $104,336-73.7% | $159,474-82.8% | $86,821-68.4% |
| Participation rate | 47.8% | 77.7%-29.9pp | 82.8%-35.0pp | 72.3%-24.4pp |
| Annual return | 22.58% | 26.32%-3.7pp | 263.68%-241.1pp | 97.94%-75.4pp |
| Employer contribution / active EE | $943 | $3,451-72.7% | $4,831-80.5% | $2,406-60.8% |
| Participant deferral / active EE | $3,437 | $6,837-49.7% | $7,353-53.3% | $4,132-16.8% |
| Admin fee / account holder | $118 | $172-31.2% | $10,802-98.9% | $170-30.1% |