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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.3 years Service code 15 · EIN 59-3782727 | Recordkeeping | $23,664 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,785 |
ADP BROKER-DEALER5+ years Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Filed as: ADP-BROKER DEALER 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.
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 | $40,890 | $86,332-52.6% | $125,180-67.3% | $65,185-37.3% |
| Participation rate | 48.5% | 75.3%-26.8pp | 79.8%-31.3pp | 70.2%-21.7pp |
| Annual return | 26.88% | 27.43%-0.5pp | 43.79%-16.9pp | 29.38%-2.5pp |
| Employer contribution / active EE | $240 | $2,040-88.2% | $3,866-93.8% | $2,177-89.0% |
| Participant deferral / active EE | $2,600 | $3,537-26.5% | $4,937-47.3% | $3,514-26.0% |
| Admin fee / account holder | $189 | $609-69.1% | $9,703-98.1% | $847-77.7% |