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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,272 |
JONATHAN G. FURLOW, CPA1 year Filed as: JONATHAN MACY Service code 15 · EIN 47-1045931 | Recordkeeping | $12,869 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,745 | $65,582-76.0% | $64,099-75.4% | $71,495-78.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 15.54% | 18.96%-3.4pp | 33.70%-18.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,736 | $2,671-35.0% | $2,748-36.8% | $2,589-33.0% |
| Participant deferral / active EE | $768 | $3,628-78.8% | $3,881-80.2% | $4,291-82.1% |
| Admin fee / account holder | $170 | $616-72.4% | $3,070-94.5% | $1,588-89.3% |