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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $325 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1825 CORPORATE BLVD NW · BOCA RATON, FL 33431 | 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,230 | $155,795-94.7% | $136,297-94.0% | $69,631-88.2% |
| Participation rate | 12.2% | 75.2%-63.0pp | 81.9%-69.7pp | 70.7%-58.5pp |
| Annual return | 16.28% | 232464.33%-232448.1pp | 5156.19%-5139.9pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $359 | $5,394-93.3% | $6,247-94.2% | $3,224-88.9% |
| Admin fee / account holder | $6 | $128-95.4% | $9,244-99.9% | $110-94.6% |