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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,041 |
FCG WEALTH MANAGEMENT1 year Service code 15 · EIN 88-1281361 | Recordkeeping | $9,517 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,000 | $48,432-67.0% | $121,169-86.8% | $71,495-77.6% |
| Participation rate | 49.1% | 54.3%-5.2pp | 69.5%-20.4pp | 67.9%-18.8pp |
| Annual return | 16.16% | 23.28%-7.1pp | 986.71%-970.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $452 | $1,493-69.7% | $4,168-89.2% | $2,589-82.5% |
| Participant deferral / active EE | $2,116 | $2,756-23.2% | $4,083-48.2% | $4,291-50.7% |
| Admin fee / account holder | $226 | $1,845-87.7% | $5,645-96.0% | $1,588-85.8% |