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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.1+ years Filed as: PRINCIPALED ADVISORS, INC. Service code 15 · EIN 59-3782727 | Recordkeeping | $14,643 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,350 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1+ years Service code 59 | Shareholder Servicing | $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.
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 | $23,485 | $57,108-58.9% | $94,229-75.1% | $52,331-55.1% |
| Participation rate | 57.5% | 72.9%-15.4pp | 78.8%-21.2pp | 68.1%-10.6pp |
| Annual return | 0.13% | 1.47%-1.3pp | 10.68%-10.6pp | 4.54%-4.4pp |
| Employer contribution / active EE | $250 | $1,735-85.6% | $3,587-93.0% | $1,882-86.7% |
| Participant deferral / active EE | $2,393 | $3,040-21.3% | $4,320-44.6% | $3,022-20.8% |
| Admin fee / account holder | $114 | $546-79.1% | $6,269-98.2% | $592-80.7% |