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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,250 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 49 1750 E GOLD RD · SCHAUMBURG, IL 60173 | 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 | $18,871 | $60,165-68.6% | $74,184-74.6% | $55,167-65.8% |
| Participation rate | 42.8% | 74.2%-31.4pp | 76.6%-33.8pp | 69.0%-26.2pp |
| Annual return | 6.88% | 10.00%-3.1pp | 17.74%-10.9pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,231 | $2,973-58.6% | $3,550-65.3% | $3,054-59.7% |
| Admin fee / account holder | $20 | $419-95.2% | $5,586-99.6% | $504-96.0% |