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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $775 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NYLIFE SECURITIES, LLC Service code 49 576 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,763 | $74,089-73.3% | $133,980-85.2% | $55,167-64.2% |
| Participation rate | 72.0% | 84.3%-12.3pp | 87.1%-15.1pp | 69.0%+3.0pp |
| Annual return | 7.99% | 12.11%-4.1pp | 29.30%-21.3pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,090 | $4,678-55.3% | $6,282-66.7% | $3,054-31.6% |
| Admin fee / account holder | $5 | $458-99.0% | $9,324-100.0% | $504-99.1% |