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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,375 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 874 BRIGHTWATER CIRCLE · MAITLAND, FL 32751 | Other Services | $0 |
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 | $18,748 | $63,314-70.4% | $91,004-79.4% | $62,293-69.9% |
| Participation rate | 73.0% | 73.3%-0.3pp | 75.6%-2.6pp | 69.5%+3.5pp |
| Annual return | 42.02% | 21.00%+21.0pp | 4.60%+37.4pp | 28.90%+13.1pp |
| Employer contribution / active EE | $581 | $1,807-67.9% | $2,456-76.4% | $2,042-71.6% |
| Participant deferral / active EE | $1,758 | $2,944-40.3% | $3,548-50.5% | $3,169-44.5% |
| Admin fee / account holder | $17 | $468-96.4% | $5,417-99.7% | $479-96.5% |