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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER Service code 15 · EIN 13-5674085 | Recordkeeping | $5,363 |
ADP BROKER-DEALER3 years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $922 |
ADP BROKER-DEALER3 years Filed as: ADP BROKER DEALER Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,814 | $58,241-88.3% | $81,780-91.7% | $80,911-91.6% |
| Participation rate | 67.0% | 63.4%+3.6pp | 72.4%-5.4pp | 67.6%-0.6pp |
| Annual return | 14.53% | 41.73%-27.2pp | 776.27%-761.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,059 | $3,283-67.7% | $4,321-75.5% | $4,297-75.4% |
| Admin fee / account holder | $33 | $4,973-99.3% | $7,384-99.6% | $6,935-99.5% |