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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $250 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 49 120 VANTIS · ALISO VIEJO, CA 92656 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,969 | $25,723-34.0% | $69,182-75.5% | $55,167-69.2% |
| Participation rate | 25.8% | 39.4%-13.6pp | 55.1%-29.3pp | 69.0%-43.2pp |
| Annual return | 17.93% | 9.56%+8.4pp | -21.93%+39.9pp | 169.23%-151.3pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $717 | $963-25.6% | $1,897-62.2% | $3,054-76.5% |
| Admin fee / account holder | $5 | $365-98.7% | $2,697-99.8% | $504-99.1% |