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| Provider | Service type | Compensation |
|---|---|---|
JAMES A. REICHERT1 year Service code 15 · EIN 84-0858799 | Recordkeeping | $20,982 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,610 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,340 | $37,463+7.7% | $77,096-47.7% | $66,938-39.7% |
| Participation rate | 60.8% | 52.9%+7.8pp | 67.9%-7.1pp | 69.8%-9.0pp |
| Annual return | 149.56% | -3.25%+152.8pp | 42.35%+107.2pp | 1.58%+148.0pp |
| Employer contribution / active EE | $2,506 | $1,535+63.3% | $2,814-10.9% | $2,545-1.5% |
| Participant deferral / active EE | $4,772 | $2,621+82.0% | $4,429+7.7% | $4,238+12.6% |
| Admin fee / account holder | $116 | $568-79.5% | $5,428-97.9% | $594-80.4% |