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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,087 |
FCG WEALTH MANAGEMENT2 years Service code 15 · EIN 88-1281361 | Recordkeeping | $13,446 |
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 | $19,661 | $52,450-62.5% | $129,384-84.8% | $74,459-73.6% |
| Participation rate | 56.6% | 53.8%+2.7pp | 69.6%-13.1pp | 67.2%-10.6pp |
| Annual return | 12.38% | 15.65%-3.3pp | 9461.77%-9449.4pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $511 | $1,532-66.7% | $4,153-87.7% | $2,626-80.5% |
| Participant deferral / active EE | $2,522 | $2,797-9.8% | $4,166-39.5% | $4,350-42.0% |
| Admin fee / account holder | $303 | $2,636-88.5% | $7,686-96.1% | $1,945-84.4% |