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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,280 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BCG SECURITIES3+ 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 | $14,605 | $48,064-69.6% | $78,778-81.5% | $69,631-79.0% |
| Participation rate | 26.6% | 61.6%-35.0pp | 69.2%-42.6pp | 70.7%-44.1pp |
| Annual return | 21.41% | 21.81%-0.4pp | 35.62%-14.2pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $597 | $744-19.7% | $1,986-69.9% | $2,032-70.6% |
| Participant deferral / active EE | $842 | $2,079-59.5% | $2,958-71.5% | $3,224-73.9% |
| Admin fee / account holder | $44 | $152-71.2% | $5,134-99.1% | $110-60.4% |