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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $235 |
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.
Participant 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).
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 | $17,421 | $35,986-51.6% | $77,513-77.5% | $73,493-76.3% |
| Participation rate | 7.1% | 40.8%-33.7pp | 54.2%-47.0pp | 70.7%-63.5pp |
| Annual return | 16.20% | 19.26%-3.1pp | 54.81%-38.6pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $344 | $1,198-71.2% | $1,861-81.5% | $3,740-90.8% |
| Admin fee / account holder | $11 | $466-97.7% | $2,859-99.6% | $513-97.9% |