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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,183 |
STRAUS CPA LLC1 year Service code 15 · EIN 87-2281425 | Recordkeeping | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118 | $47,163-99.8% | $149,696-99.9% | $74,460-99.8% |
| Participation rate | 32.6% | 63.4%-30.9pp | 78.8%-46.2pp | 70.7%-38.2pp |
| Annual return | -41.16% | 22.75%-63.9pp | 134.46%-175.6pp | 34.38%-75.5pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $204 | $343-40.4% | $13,212-98.5% | $348-41.3% |