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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,639 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT AND COMPANY Service code 49 1 UNIVERSITY PLAZA DR 108 · 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 | $46,126 | $63,346-27.2% | $92,240-50.0% | $70,126-34.2% |
| Participation rate | 56.8% | 68.7%-11.9pp | 76.5%-19.7pp | 69.5%-12.7pp |
| Annual return | 16.10% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $403 | $2,471-83.7% | $3,680-89.0% | $2,343-82.8% |
| Participant deferral / active EE | $3,393 | $2,854+18.9% | $3,897-12.9% | $3,332+1.8% |
| Admin fee / account holder | $107 | $3,841-97.2% | $5,194-97.9% | $4,645-97.7% |