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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS8 years Filed as: BERKELEY CAPITAL PARTNERS Service code 15 · EIN 47-4621479 | Recordkeeping | $23,398 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,033 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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 | $9,409 | $88,186-89.3% | $165,071-94.3% | $74,459-87.4% |
| Participation rate | 80.9% | 73.1%+7.8pp | 78.6%+2.3pp | 67.2%+13.7pp |
| Annual return | 14.08% | 17.13%-3.1pp | 70.17%-56.1pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $226 | $2,600-91.3% | $4,347-94.8% | $2,626-91.4% |
| Participant deferral / active EE | $2,400 | $4,505-46.7% | $6,035-60.2% | $4,350-44.8% |
| Admin fee / account holder | $60 | $2,234-97.3% | $12,695-99.5% | $1,945-96.9% |