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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,120 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
GENEOS WEALTH MANAGEMENT INC5+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,884 | $66,319-61.0% | $93,621-72.4% | $65,185-60.3% |
| Participation rate | 38.3% | 74.0%-35.7pp | 75.8%-37.6pp | 70.2%-31.9pp |
| Annual return | 20.07% | 42.59%-22.5pp | 32.76%-12.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,451 | $3,343-56.6% | $4,070-64.3% | $3,514-58.7% |
| Admin fee / account holder | $11 | $6,900-99.8% | $7,890-99.9% | $847-98.7% |