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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $425 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 1733 WOODSIDE RD STE 350 · REDWOOD CITY, CA 94061 | 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 | $10,966 | $80,753-86.4% | $136,298-92.0% | $62,293-82.4% |
| Participation rate | 36.2% | 73.5%-37.3pp | 81.9%-45.7pp | 69.5%-33.3pp |
| Annual return | 83.09% | 35.83%+47.3pp | 5156.27%-5073.2pp | 28.90%+54.2pp |
| Employer contribution / active EE | $995 | $2,884-65.5% | $4,696-78.8% | $2,042-51.3% |
| Participant deferral / active EE | $1,917 | $5,164-62.9% | $6,247-69.3% | $3,169-39.5% |
| Admin fee / account holder | $6 | $525-98.8% | $9,244-99.9% | $479-98.7% |