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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $574 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
SLC MANAGEMENT2 years Filed as: AIG SECURITIES Service code 49 1 INTERNATIONAL BLVD SUITE 340 · MAHWAH, NJ 07430 | 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 | $3,150 | $51,288-93.9% | $81,982-96.2% | $73,412-95.7% |
| Participation rate | 20.3% | 64.0%-43.7pp | 69.3%-49.0pp | 72.2%-51.9pp |
| Annual return | 15.92% | 29.48%-13.6pp | 41.31%-25.4pp | 59.30%-43.4pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $239 | $2,715-91.2% | $3,722-93.6% | $3,806-93.7% |
| Admin fee / account holder | $10 | $125-92.2% | $5,665-99.8% | $158-93.8% |