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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $49,590 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES HOLDINGS D, IN Service code 15 · EIN 47-1566880 | Recordkeeping | $22,476 |
ADP BROKER-DEALER2+ 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.
Employer 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.
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 | $15,836 | $80,354-80.3% | $133,975-88.2% | $63,975-75.2% |
| Participation rate | 45.2% | 87.5%-42.4pp | 87.1%-41.9pp | 71.1%-26.0pp |
| Annual return | 23.98% | 13.11%+10.9pp | 29.29%-5.3pp | 48.65%-24.7pp |
| Employer contribution / active EE | $5 | $3,503-99.9% | $5,211-99.9% | $2,182-99.8% |
| Participant deferral / active EE | $3,628 | $5,239-30.7% | $6,282-42.2% | $3,356+8.1% |
| Admin fee / account holder | $84 | $69+21.2% | $9,324-99.1% | $70+19.3% |