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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,215 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 49 245 FISCHER AVE A2 · LONG BEACH, CA 92626 | 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 | $23,917 | $60,165-60.2% | $74,184-67.8% | $55,167-56.6% |
| Participation rate | 39.0% | 74.2%-35.2pp | 76.6%-37.7pp | 69.0%-30.0pp |
| Annual return | 6.78% | 10.00%-3.2pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $443 | $1,600-72.3% | $2,370-81.3% | $1,963-77.4% |
| Participant deferral / active EE | $1,072 | $2,973-63.9% | $3,550-69.8% | $3,054-64.9% |
| Admin fee / account holder | $46 | $419-89.1% | $5,586-99.2% | $504-90.9% |