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| Provider | Service type | Compensation |
|---|---|---|
JAMES A. REICHERT1+ years Service code 15 · EIN 84-0858799 | Recordkeeping | $5,634 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,622 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,727 | $47,163-70.9% | $149,696-90.8% | $74,460-81.6% |
| Participation rate | 50.7% | 63.4%-12.8pp | 78.8%-28.1pp | 70.7%-20.1pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.46%-134.5pp | 34.38%-34.4pp |
| Employer contribution / active EE | $1,408 | $1,907-26.1% | $4,821-70.8% | $2,638-46.6% |
| Participant deferral / active EE | $2,926 | $2,730+7.2% | $5,682-48.5% | $4,530-35.4% |
| Admin fee / account holder | $54 | $343-84.2% | $13,212-99.6% | $348-84.4% |