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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $707 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES Service code 49 1029 LONG PRAIRIE ROAD · FLOWER MOUND, TX 75022 | 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 | $21,713 | $33,067-34.3% | $76,518-71.6% | $56,289-61.4% |
| Participation rate | 20.4% | 55.4%-35.0pp | 68.0%-47.6pp | 69.9%-49.5pp |
| Annual return | -6.38% | 2.72%-9.1pp | -0.27%-6.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $254 | $1,200-78.8% | $2,647-90.4% | $2,111-87.9% |
| Participant deferral / active EE | $553 | $2,240-75.3% | $3,836-85.6% | $3,350-83.5% |
| Admin fee / account holder | $16 | $537-97.0% | $4,849-99.7% | $521-96.9% |