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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,630 |
ADP BROKER-DEALER4+ 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.
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 | $13,963 | $43,504-67.9% | $68,612-79.6% | $56,287-75.2% |
| Participation rate | 46.0% | 67.8%-21.8pp | 72.2%-26.2pp | 69.9%-23.8pp |
| Annual return | -6.45% | -3.15%-3.3pp | -4.63%-1.8pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,120 | $1,525-26.6% | $2,625-57.4% | $2,111-47.0% |
| Participant deferral / active EE | $1,426 | $2,509-43.1% | $3,311-56.9% | $3,350-57.4% |
| Admin fee / account holder | $17 | $515-96.7% | $5,131-99.7% | $521-96.7% |