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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADAMS WEALTH MANAGEMENT Service code 15 · EIN 82-2288339 | Recordkeeping | $37,678 |
FORESIGHT WEALTH MANAGEMENT6 years Service code 15 · EIN 27-2830751 | Recordkeeping | $6,404 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,663 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,790 | $95,417-64.6% | $135,974-75.1% | $74,460-54.6% |
| Participation rate | 59.5% | 78.2%-18.7pp | 81.9%-22.4pp | 70.7%-11.2pp |
| Annual return | 28.95% | 32.76%-3.8pp | 68.30%-39.4pp | 34.38%-5.4pp |
| Employer contribution / active EE | $1,752 | $3,878-54.8% | $4,859-63.9% | $2,638-33.6% |
| Participant deferral / active EE | $6,644 | $7,789-14.7% | $7,760-14.4% | $4,530+46.7% |
| Admin fee / account holder | $201 | $266-24.3% | $10,767-98.1% | $348-42.1% |