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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $855 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 200 BROADHOLLOW ROAD · MELVILLE, NY 11747 | 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,937 | $29,369+70.0% | $77,513-35.6% | $73,412-32.0% |
| Participation rate | 8.3% | 37.9%-29.7pp | 54.2%-45.9pp | 72.2%-63.9pp |
| Annual return | 12.39% | 358.15%-345.8pp | 54.81%-42.4pp | 59.30%-46.9pp |
| Employer contribution / active EE | $23 | $406-94.3% | $987-97.7% | $2,234-99.0% |
| Participant deferral / active EE | $335 | $941-64.4% | $1,861-82.0% | $3,806-91.2% |
| Admin fee / account holder | $18 | $123-85.2% | $2,859-99.4% | $158-88.5% |