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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 275 PROMENADE STREET SUITE 300 · PROVIDENCE, RI 02908 | 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.
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 | $29,270 | $36,916-20.7% | $156,551-81.3% | $57,658-49.2% |
| Participation rate | 37.2% | 63.4%-26.3pp | 84.0%-46.9pp | 70.2%-33.1pp |
| Annual return | 6.14% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $154 | $1,571-90.2% | $5,501-97.2% | $1,974-92.2% |
| Participant deferral / active EE | $1,073 | $1,926-44.3% | $4,871-78.0% | $3,061-64.9% |
| Admin fee / account holder | $8 | $82-90.4% | $13,028-99.9% | $95-91.6% |