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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 49 9525 KATY FREEWAY · HOUSTON, TX 77024 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,043 | $32,425+5.0% | $74,577-54.4% | $55,167-38.3% |
| Participation rate | 26.5% | 54.0%-27.5pp | 68.1%-41.6pp | 69.0%-42.5pp |
| Annual return | 7.44% | 10.63%-3.2pp | 20.47%-13.0pp | 169.23%-161.8pp |
| Employer contribution / active EE | $643 | $1,043-38.4% | $2,525-74.6% | $1,963-67.3% |
| Participant deferral / active EE | $1,164 | $1,995-41.7% | $3,458-66.4% | $3,054-61.9% |
| Admin fee / account holder | $10 | $748-98.6% | $4,138-99.7% | $504-97.9% |