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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $634 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES Service code 49 1125 NW COUCH STREET 900 · PORTLAND, OR 97209 | 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,179 | $101,653-70.3% | $147,080-79.5% | $74,459-59.5% |
| Participation rate | 43.9% | 75.6%-31.7pp | 82.2%-38.3pp | 67.2%-23.3pp |
| Annual return | 15.35% | 8754.98%-8739.6pp | 420.17%-404.8pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,832 | $7,304-47.5% | $8,066-52.5% | $4,350-11.9% |
| Admin fee / account holder | $5 | $1,752-99.7% | $12,989-100.0% | $1,945-99.7% |