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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,645 |
TRAILBREAKER ACCOUNTING1 year Service code 15 · EIN 39-3265760 | Recordkeeping | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,062 | $49,468-97.9% | $150,298-99.3% | $103,975-99.0% |
| Participation rate | 28.4% | 58.1%-29.8pp | 77.8%-49.4pp | 72.5%-44.2pp |
| Annual return | 19.58% | 38.98%-19.4pp | 62.79%-43.2pp | 19.41%+0.2pp |
| Employer contribution / active EE | $0 | $1,670-100.0% | $4,154-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $174 | $2,650-93.4% | $5,453-96.8% | $5,343-96.7% |
| Admin fee / account holder | $83 | $385-78.5% | $14,116-99.4% | $332-75.1% |