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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,725 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NATIONAL SECURITIES CORPORATION3+ years Service code 49 255 EXECUTIVE DRIVE SUITE 305 · PLAINVIEW, NY 11803 | 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).
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 | $3,717 | $40,522-90.8% | $84,628-95.6% | $67,579-94.5% |
| Participation rate | 12.5% | 51.1%-38.6pp | 68.2%-55.8pp | 71.3%-58.8pp |
| Annual return | 28.33% | 32.72%-4.4pp | 258.80%-230.5pp | 378.56%-350.2pp |
| Employer contribution / active EE | $157 | $1,146-86.3% | $2,653-94.1% | $2,148-92.7% |
| Participant deferral / active EE | $263 | $2,132-87.7% | $3,900-93.3% | $3,539-92.6% |
| Admin fee / account holder | $13 | $145-91.3% | $4,914-99.7% | $142-91.1% |