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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $275 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
L M KOHN & COMPANY1+ years Filed as: L.M. KOHN & COMPANY, INC Service code 49 171 LONDONDERRY TURNPIKE · HOOKSETT, NH 03106 | Other Services | $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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,407 | $36,916-77.2% | $156,549-94.6% | $57,658-85.4% |
| Participation rate | 15.6% | 63.4%-47.8pp | 84.0%-68.4pp | 70.2%-54.6pp |
| Annual return | 31.99% | 12.38%+19.6pp | 32.23%-0.2pp | 5.13%+26.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $977 | $1,926-49.3% | $4,871-79.9% | $3,061-68.1% |
| Admin fee / account holder | $5 | $82-94.3% | $13,027-100.0% | $95-95.0% |