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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,925 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP - NATIONAL FINANCIAL PARTNERS Service code 49 1350 I STREET NW · WASHINGTON, DC 20005 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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).
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 | $14,771 | $88,324-83.3% | $115,038-87.2% | $55,191-73.2% |
| Participation rate | 65.3% | 72.5%-7.2pp | 81.4%-16.1pp | 69.2%-3.9pp |
| Annual return | 1.06% | 6.30%-5.2pp | 26.14%-25.1pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,613 | $2,805-42.5% | $4,608-65.0% | $1,899-15.0% |
| Participant deferral / active EE | $2,997 | $5,042-40.6% | $6,026-50.3% | $3,046-1.6% |
| Admin fee / account holder | $6 | $105-94.0% | $8,175-99.9% | $91-93.1% |