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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $27,798 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,799 |
MORISON COGEN LLP4+ years Service code 15 · EIN 23-1406493 | Recordkeeping | $8,173 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,186 | $58,093-63.5% | $80,022-73.5% | $56,289-62.4% |
| Participation rate | 56.5% | 73.6%-17.2pp | 75.8%-19.4pp | 69.9%-13.4pp |
| Annual return | -5.15% | 34.63%-39.8pp | 11.22%-16.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $570 | $1,933-70.5% | $2,468-76.9% | $2,111-73.0% |
| Participant deferral / active EE | $1,513 | $3,136-51.8% | $3,686-59.0% | $3,350-54.8% |
| Admin fee / account holder | $115 | $623-81.5% | $6,521-98.2% | $521-77.8% |