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| Provider | Service type | Compensation |
|---|---|---|
PALISADE INVESTMENTS LLC2 years Filed as: PALISADE INVESTMENTS, LLC Service code 15 · EIN 45-3594879 | Recordkeeping | $5,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,412 | $64,176-72.9% | $112,249-84.5% | $66,938-74.0% |
| Participation rate | 49.5% | 68.4%-18.9pp | 75.1%-25.5pp | 69.8%-20.3pp |
| Annual return | -18.52% | -13.80%-4.7pp | 27.48%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,971 | $3,694-46.6% | $4,729-58.3% | $4,238-53.5% |
| Admin fee / account holder | $112 | $626-82.1% | $6,412-98.3% | $594-81.2% |