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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,525 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURIAN FINANCIAL SERVICES INC2+ years Filed as: SECURIAN, INC Service code 49 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,218 | $56,640-66.1% | $78,002-75.4% | $55,167-65.2% |
| Participation rate | 45.4% | 73.3%-27.9pp | 75.5%-30.1pp | 69.0%-23.6pp |
| Annual return | 19.89% | 2868.48%-2848.6pp | 425.99%-406.1pp | 169.23%-149.3pp |
| Employer contribution / active EE | $1,089 | $1,724-36.8% | $2,470-55.9% | $1,963-44.5% |
| Participant deferral / active EE | $1,777 | $2,778-36.0% | $3,497-49.2% | $3,054-41.8% |
| Admin fee / account holder | $38 | $467-91.9% | $5,481-99.3% | $504-92.5% |