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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,069 |
Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 15 · EIN 02-0580939 | Recordkeeping | $10,542 |
GWYNN CPAS LLC1 year Service code 15 · EIN 84-2825804 | Recordkeeping | $10,500 |
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 | $3,780 | $44,984-91.6% | $85,009-95.6% | $74,546-94.9% |
| Participation rate | 91.4% | 49.4%+42.0pp | 67.5%+23.9pp | 67.2%+24.2pp |
| Annual return | 9.23% | 26.25%-17.0pp | 66.47%-57.2pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $764 | $1,458-47.6% | $2,728-72.0% | $2,624-70.9% |
| Participant deferral / active EE | $1,529 | $2,733-44.1% | $4,522-66.2% | $4,347-64.8% |
| Admin fee / account holder | $123 | $2,208-94.4% | $6,153-98.0% | $1,944-93.6% |