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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $690 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 4000 PONCE DE LEON BLVD · CORAL GABLES, FL 33146 | 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).
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 | $26,594 | $86,341-69.2% | $125,192-78.8% | $65,185-59.2% |
| Participation rate | 48.2% | 75.3%-27.1pp | 79.8%-31.6pp | 70.2%-22.0pp |
| Annual return | 28.13% | 27.44%+0.7pp | 43.79%-15.7pp | 29.38%-1.3pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,702 | $3,538+4.6% | $4,937-25.0% | $3,514+5.4% |
| Admin fee / account holder | $5 | $609-99.1% | $9,704-99.9% | $847-99.4% |