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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $95,635 |
OSAIC WEALTH INC1 year Service code 15 · EIN 93-0983232 | Recordkeeping | $17,135 |
TRAILBREAKER ACCOUNTING1 year Service code 15 · EIN 39-3265760 | Recordkeeping | $9,240 |
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.
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 | $1,261 | $49,468-97.5% | $150,298-99.2% | $103,975-98.8% |
| Participation rate | 48.5% | 58.1%-9.6pp | 77.8%-29.2pp | 72.5%-24.0pp |
| Annual return | 9.28% | 38.98%-29.7pp | 62.79%-53.5pp | 19.41%-10.1pp |
| Employer contribution / active EE | $0 | $1,670-100.0% | $4,154-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $356 | $2,650-86.6% | $5,453-93.5% | $5,343-93.3% |
| Admin fee / account holder | $100 | $385-73.9% | $14,116-99.3% | $332-69.8% |