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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $25,324 |
GOLDMAN SACHS2 years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 15 · EIN 27-4981131 | Recordkeeping | $16,404 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,924 | $80,753-70.4% | $136,298-82.4% | $62,293-61.6% |
| Participation rate | 68.1% | 73.5%-5.5pp | 81.9%-13.8pp | 69.5%-1.4pp |
| Annual return | 23.10% | 35.83%-12.7pp | 5156.27%-5133.2pp | 28.90%-5.8pp |
| Employer contribution / active EE | $1,494 | $2,884-48.2% | $4,696-68.2% | $2,042-26.8% |
| Participant deferral / active EE | $6,709 | $5,164+29.9% | $6,247+7.4% | $3,169+111.7% |
| Admin fee / account holder | $223 | $525-57.5% | $9,244-97.6% | $479-53.4% |