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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS Service code 49 25 BROADWAY · PLEASANTVILLE, NY 10570 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,976 | $46,072-91.4% | $70,014-94.3% | $55,167-92.8% |
| Participation rate | 16.3% | 67.5%-51.2pp | 71.8%-55.6pp | 69.0%-52.7pp |
| Annual return | 43.80% | 8.68%+35.1pp | 12.99%+30.8pp | 169.23%-125.4pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $543 | $2,344-76.8% | $2,931-81.5% | $3,054-82.2% |
| Admin fee / account holder | $2 | $428-99.5% | $4,380-100.0% | $504-99.6% |