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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,005 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
JANNEY MONTGOMERY SCOTT LLC3+ 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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,503 | $64,909-68.4% | $82,312-75.1% | $62,293-67.1% |
| Participation rate | 66.4% | 74.9%-8.5pp | 76.9%-10.5pp | 69.5%-3.2pp |
| Annual return | 20.60% | 21.18%-0.6pp | 25.88%-5.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,147 | $1,676-31.6% | $2,428-52.8% | $2,042-43.8% |
| Participant deferral / active EE | $1,929 | $3,103-37.8% | $3,706-47.9% | $3,169-39.1% |
| Admin fee / account holder | $10 | $440-97.8% | $5,608-99.8% | $479-98.0% |