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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,115 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
GENEOS WEALTH MANAGEMENT INC3+ years Filed as: GENEOS WEALTH MANAGEMENT Service code 49 8115 E INDIAN BEND ROAD STE 117 · SCOTTSDALE, AZ 85250 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,490 | $63,314-66.1% | $91,004-76.4% | $62,293-65.5% |
| Participation rate | 34.0% | 73.3%-39.3pp | 75.6%-41.6pp | 69.5%-35.5pp |
| Annual return | 14.62% | 21.00%-6.4pp | 4.60%+10.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,241 | $2,944-57.8% | $3,548-65.0% | $3,169-60.8% |
| Admin fee / account holder | $21 | $468-95.5% | $5,417-99.6% | $479-95.6% |