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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,711 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 1600 DIVISION ST SUITE 400 · NASHVILLE, TN 37203 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $2,700 | $52,670-94.9% | $90,404-97.0% | $73,409-96.3% |
| Participation rate | 70.0% | 67.7%+2.3pp | 72.7%-2.7pp | 72.2%-2.2pp |
| Annual return | 21.89% | 20.70%+1.2pp | 1293.02%-1271.1pp | 59.29%-37.4pp |
| Employer contribution / active EE | $1,509 | $1,872-19.4% | $3,262-53.7% | $2,234-32.5% |
| Participant deferral / active EE | $2,348 | $2,807-16.4% | $3,963-40.8% | $3,805-38.3% |
| Admin fee / account holder | $8 | $117-92.8% | $5,611-99.8% | $158-94.6% |