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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,425 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1499 SE TECH CENTER PLACE · VANCOUVER, WA 98683 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,037 | $46,072-76.0% | $69,779-84.2% | $55,167-80.0% |
| Participation rate | 35.1% | 67.5%-32.4pp | 71.8%-36.7pp | 69.0%-33.9pp |
| Annual return | 7.23% | 8.68%-1.4pp | 12.99%-5.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $679 | $1,500-54.7% | $2,338-71.0% | $1,963-65.4% |
| Participant deferral / active EE | $895 | $2,344-61.8% | $2,931-69.5% | $3,054-70.7% |
| Admin fee / account holder | $22 | $428-94.8% | $4,381-99.5% | $504-95.6% |