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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,894 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX INVESTMENT SERVICES, INC Service code 49 3610 CENTRAL AVENUE · RIVERSIDE, CA 92506 | 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).
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 | $4,688 | $51,642-90.9% | $129,384-96.4% | $80,935-94.2% |
| Participation rate | 29.2% | 56.9%-27.8pp | 69.6%-40.5pp | 67.7%-38.5pp |
| Annual return | 18.40% | 20.78%-2.4pp | 9461.77%-9443.4pp | 35.66%-17.3pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,689 | $2,670+75.6% | $4,166+12.6% | $4,299+9.1% |
| Admin fee / account holder | $36 | $4,312-99.2% | $7,686-99.5% | $6,924-99.5% |