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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,039 |
IMA WEALTH INC1 year Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $17,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,089 | $27,800-9.8% | $58,561-57.2% | $71,511-64.9% |
| Participation rate | 36.3% | 34.6%+1.7pp | 50.9%-14.6pp | 67.9%-31.6pp |
| Annual return | 29.97% | 26.80%+3.2pp | 4251.33%-4221.4pp | 28.86%+1.1pp |
| Employer contribution / active EE | $1,607 | $632+154.5% | $1,053+52.6% | $2,589-37.9% |
| Participant deferral / active EE | $2,976 | $1,208+146.3% | $1,923+54.8% | $4,291-30.6% |
| Admin fee / account holder | $355 | $1,637-78.3% | $2,520-85.9% | $1,588-77.7% |