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| Provider | Service type | Compensation |
|---|---|---|
ALPHA PENSION GROUP, INC.4+ years Service code 15 · EIN 26-2219855 | Recordkeeping | $15,109 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,427 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,144 | $81,494-27.4% | $133,978-55.9% | $73,497-19.5% |
| Participation rate | 42.7% | 76.4%-33.7pp | 79.8%-37.1pp | 70.7%-28.0pp |
| Annual return | 21.00% | 19.40%+1.6pp | 45.10%-24.1pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,491 | $2,210-32.5% | $3,919-61.9% | $2,270-34.3% |
| Participant deferral / active EE | $2,981 | $3,787-21.3% | $5,047-40.9% | $3,740-20.3% |
| Admin fee / account holder | $300 | $713-57.9% | $8,930-96.6% | $513-41.4% |