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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,098 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
FORESTERS EQUITY SERVICES2+ years Service code 49 277 FAIRFIELD RD # 317 · FAIRFIELD, NJ 07004 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,632 | $85,635-86.4% | $123,894-90.6% | $63,975-81.8% |
| Participation rate | 6.3% | 74.9%-68.6pp | 81.4%-75.1pp | 71.1%-64.8pp |
| Annual return | 17.59% | 15.74%+1.8pp | 47.52%-29.9pp | 48.65%-31.1pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $704 | $5,667-87.6% | $5,984-88.2% | $3,356-79.0% |
| Admin fee / account holder | $70 | $75-6.8% | $8,357-99.2% | $70-0.9% |