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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,385 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
JANNEY MONTGOMERY SCOTT LLC4+ 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).
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 | $21,128 | $59,186-64.3% | $76,768-72.5% | $56,287-62.5% |
| Participation rate | 68.1% | 75.2%-7.1pp | 77.0%-8.8pp | 69.9%-1.7pp |
| Annual return | -3.01% | 6.62%-9.6pp | 2.43%-5.4pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,098 | $1,759-37.6% | $2,485-55.8% | $2,111-48.0% |
| Participant deferral / active EE | $1,969 | $3,255-39.5% | $3,852-48.9% | $3,350-41.2% |
| Admin fee / account holder | $13 | $489-97.4% | $6,675-99.8% | $521-97.6% |