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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,040 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $21,992 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $8,666 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,355 | $55,694-31.1% | $81,882-53.2% | $200,096-80.8% |
| Participation rate | 31.8% | 62.7%-30.9pp | 72.4%-40.6pp | 72.0%-40.3pp |
| Annual return | 319.18% | 19.59%+299.6pp | 779.47%-460.3pp | 34.26%+284.9pp |
| Employer contribution / active EE | $773 | $2,114-63.4% | $2,916-73.5% | $3,038-74.6% |
| Participant deferral / active EE | $1,508 | $3,299-54.3% | $4,323-65.1% | $5,090-70.4% |
| Admin fee / account holder | $162 | $348-53.6% | $7,360-97.8% | $269-40.0% |