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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,125 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BCG SECURITIES2+ years Service code 49 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | 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).
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 | $9,666 | $37,044-73.9% | $71,796-86.5% | $57,658-83.2% |
| Participation rate | 27.3% | 61.1%-33.8pp | 69.1%-41.8pp | 70.2%-42.9pp |
| Annual return | 9.37% | 12.64%-3.3pp | 78.04%-68.7pp | 5.13%+4.2pp |
| Employer contribution / active EE | $476 | $720-33.9% | $1,924-75.3% | $1,974-75.9% |
| Participant deferral / active EE | $691 | $1,974-65.0% | $2,794-75.3% | $3,061-77.4% |
| Admin fee / account holder | $30 | $101-70.5% | $4,815-99.4% | $95-68.5% |