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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,429 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: ROYAL ALLIANCE SECURITIES Service code 49 ONE GRIFFIN BROOK DRIVE · METHUEN, MA 01844 | 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 | $9,234 | $58,888-84.3% | $178,499-94.8% | $73,493-87.4% |
| Participation rate | 24.0% | 66.2%-42.2pp | 81.9%-57.9pp | 70.7%-46.7pp |
| Annual return | 15.84% | 24.86%-9.0pp | 151.10%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,019 | $2,568-60.3% | $5,202-80.4% | $3,740-72.8% |
| Admin fee / account holder | $34 | $400-91.5% | $13,986-99.8% | $513-93.4% |