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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 | $58,275-88.3% | $81,844-91.7% | $80,935-91.6% |
| Participation rate | 67.0% | 63.5%+3.5pp | 72.4%-5.4pp | 67.7%-0.7pp |
| Annual return | 14.53% | 41.82%-27.3pp | 778.87%-764.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,059 | $3,285-67.8% | $4,323-75.5% | $4,299-75.4% |
| Admin fee / account holder | $33 | $4,749-99.3% | $7,355-99.6% | $6,924-99.5% |