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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,131 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 15 · EIN 43-1947695 | Recordkeeping | $10,581 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,153 | $61,473-80.2% | $81,930-85.2% | $73,409-83.4% |
| Participation rate | 39.6% | 72.4%-32.7pp | 72.0%-32.3pp | 72.2%-32.5pp |
| Annual return | 17.32% | 28.26%-10.9pp | 29.49%-12.2pp | 59.29%-42.0pp |
| Employer contribution / active EE | $654 | $1,898-65.5% | $4,310-84.8% | $2,234-70.7% |
| Participant deferral / active EE | $1,102 | $3,080-64.2% | $7,107-84.5% | $3,805-71.0% |
| Admin fee / account holder | $138 | $125+9.9% | $5,158-97.3% | $158-12.7% |