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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $900 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CETERA ADVISOR NETWORKS Service code 49 4225 MALSBARY ROAD · CINCINNATI, OH 45242 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,270 | $31,370-86.4% | $74,577-94.3% | $63,975-93.3% |
| Participation rate | 27.7% | 42.6%-14.9pp | 68.1%-40.4pp | 71.1%-43.4pp |
| Annual return | 103.33% | -105.16%+208.5pp | 20.47%+82.9pp | 48.65%+54.7pp |
| Employer contribution / active EE | $122 | $822-85.1% | $2,525-95.2% | $2,182-94.4% |
| Participant deferral / active EE | $574 | $1,560-63.2% | $3,458-83.4% | $3,356-82.9% |
| Admin fee / account holder | $3 | $77-96.3% | $4,138-99.9% | $70-96.0% |