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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 1069 THIRD ST. · BEAVER, PA 15009 | 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.
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 | $41,830 | $44,425-5.8% | $67,834-38.3% | $55,167-24.2% |
| Participation rate | 36.4% | 59.7%-23.3pp | 68.8%-32.4pp | 69.0%-32.6pp |
| Annual return | 6.74% | 17.80%-11.1pp | 138.47%-131.7pp | 169.23%-162.5pp |
| Employer contribution / active EE | $278 | $1,351-79.5% | $2,403-88.5% | $1,963-85.9% |
| Participant deferral / active EE | $731 | $2,166-66.2% | $3,160-76.9% | $3,054-76.1% |
| Admin fee / account holder | $3 | $530-99.4% | $4,622-99.9% | $504-99.3% |