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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,230 |
ADP BROKER-DEALER3+ 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 | $13,944 | $50,385-72.3% | $75,501-81.5% | $62,293-77.6% |
| Participation rate | 36.0% | 67.7%-31.7pp | 72.4%-36.3pp | 69.5%-33.5pp |
| Annual return | 17.37% | 19.90%-2.5pp | 27.35%-10.0pp | 28.90%-11.5pp |
| Employer contribution / active EE | $752 | $1,537-51.1% | $2,352-68.0% | $2,042-63.2% |
| Participant deferral / active EE | $930 | $2,445-62.0% | $3,142-70.4% | $3,169-70.7% |
| Admin fee / account holder | $24 | $384-93.8% | $5,801-99.6% | $479-95.1% |