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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,156 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & COMPANY Service code 49 1 UNIVERSITY PLAZA DR. · HACKENSACK, NJ 07601 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,468 | $33,067-68.3% | $76,518-86.3% | $56,287-81.4% |
| Participation rate | 31.6% | 55.4%-23.8pp | 68.0%-36.4pp | 69.9%-38.2pp |
| Annual return | -6.90% | 2.72%-9.6pp | -0.27%-6.6pp | -9.96%+3.1pp |
| Employer contribution / active EE | $178 | $1,200-85.2% | $2,647-93.3% | $2,111-91.6% |
| Participant deferral / active EE | $907 | $2,240-59.5% | $3,836-76.3% | $3,350-72.9% |
| Admin fee / account holder | $71 | $537-86.8% | $4,849-98.5% | $521-86.4% |