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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,451 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
FORESTERS EQUITY SERVICES3+ 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 | $12,801 | $96,458-86.7% | $136,298-90.6% | $77,958-83.6% |
| Participation rate | 5.7% | 75.4%-69.7pp | 81.9%-76.3pp | 71.6%-66.0pp |
| Annual return | 26.89% | 23.78%+3.1pp | 5156.27%-5129.4pp | 20.87%+6.0pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $606 | $5,902-89.7% | $6,247-90.3% | $3,537-82.9% |
| Admin fee / account holder | $24 | $80-70.0% | $9,244-99.7% | $97-75.2% |