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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $719 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL, INC 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,997 | $44,764-88.8% | $68,803-92.7% | $64,824-92.3% |
| Participation rate | 23.3% | 64.8%-41.5pp | 69.0%-45.8pp | 71.5%-48.2pp |
| Annual return | -16.24% | -10.91%-5.3pp | -6.37%-9.9pp | 32.84%-49.1pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $485 | $3,238-85.0% | $3,942-87.7% | $4,311-88.8% |
| Admin fee / account holder | $10 | $151-93.5% | $4,936-99.8% | $188-94.7% |