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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,412 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPIRSE FINANCIAL Service code 49 470 NEVADA STREET · AUBURN, CA 95602 | 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,348 | $91,439-95.2% | $135,974-96.8% | $71,511-93.9% |
| Participation rate | 65.4% | 75.7%-10.2pp | 81.9%-16.5pp | 67.9%-2.5pp |
| Annual return | 26.69% | 29.90%-3.2pp | 68.30%-41.6pp | 28.86%-2.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $963 | $7,093-86.4% | $7,760-87.6% | $4,291-77.6% |
| Admin fee / account holder | $36 | $1,267-97.2% | $10,767-99.7% | $1,588-97.8% |