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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,075 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
JANNEY MONTGOMERY SCOTT LLC2+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 49 ONE TURKS HEAD PLACE · PROVIDENCE, RI 02903 | 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.
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 | $16,138 | $60,165-73.2% | $74,184-78.2% | $55,167-70.7% |
| Participation rate | 57.4% | 74.2%-16.8pp | 76.6%-19.3pp | 69.0%-11.6pp |
| Annual return | 9.57% | 10.00%-0.4pp | 17.74%-8.2pp | 169.23%-159.7pp |
| Employer contribution / active EE | $819 | $1,600-48.8% | $2,370-65.5% | $1,963-58.3% |
| Participant deferral / active EE | $1,266 | $2,973-57.4% | $3,550-64.3% | $3,054-58.6% |
| Admin fee / account holder | $11 | $419-97.3% | $5,586-99.8% | $504-97.8% |