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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,731 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITHBROWN, PC Service code 15 · EIN 22-2027092 | Recordkeeping | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,670 | $62,686-71.8% | $178,505-90.1% | $77,762-77.3% |
| Participation rate | 31.1% | 66.9%-35.8pp | 77.1%-46.0pp | 70.6%-39.5pp |
| Annual return | 15.36% | 16.16%-0.8pp | 27.16%-11.8pp | 31.27%-15.9pp |
| Employer contribution / active EE | $684 | $1,914-64.2% | $3,955-82.7% | $2,728-74.9% |
| Participant deferral / active EE | $1,288 | $4,224-69.5% | $6,280-79.5% | $4,651-72.3% |
| Admin fee / account holder | $94 | $386-75.8% | $10,428-99.1% | $433-78.4% |