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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $760 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 1111 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | 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 | $5,736 | $55,453-89.7% | $170,435-96.6% | $62,293-90.8% |
| Participation rate | 8.9% | 66.4%-57.4pp | 83.6%-74.7pp | 69.5%-60.6pp |
| Annual return | 32.30% | 21.38%+10.9pp | 205.94%-173.6pp | 28.90%+3.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $429 | $2,303-81.4% | $4,939-91.3% | $3,169-86.5% |
| Admin fee / account holder | $17 | $455-96.4% | $13,881-99.9% | $479-96.6% |