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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,733 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA Service code 49 4704 HIGHLAND AVE · BETHESDA, MD 20814 | Other Services | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,375 | $89,652-77.3% | $141,191-85.6% | $65,185-68.7% |
| Participation rate | 48.3% | 74.7%-26.4pp | 82.5%-34.1pp | 70.2%-21.9pp |
| Annual return | 25.82% | 32.79%-7.0pp | 71.41%-45.6pp | 29.38%-3.6pp |
| Employer contribution / active EE | $1,129 | $3,065-63.2% | $4,736-76.2% | $2,177-48.1% |
| Participant deferral / active EE | $2,720 | $5,691-52.2% | $6,710-59.5% | $3,514-22.6% |
| Admin fee / account holder | $56 | $569-90.2% | $10,264-99.5% | $847-93.4% |