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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,399 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
GENEOS WEALTH MANAGEMENT INC6+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,968 | $70,917-53.5% | $98,920-66.7% | $73,497-55.1% |
| Participation rate | 32.6% | 73.8%-41.3pp | 76.0%-43.5pp | 70.7%-38.1pp |
| Annual return | 17.25% | 34.18%-16.9pp | 196.47%-179.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,546 | $3,501-55.8% | $4,245-63.6% | $3,740-58.7% |
| Admin fee / account holder | $14 | $535-97.3% | $6,643-99.8% | $513-97.2% |