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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,442 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS 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.
Employer 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 | $17,567 | $64,909-72.9% | $82,312-78.7% | $62,293-71.8% |
| Participation rate | 61.5% | 74.9%-13.4pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 15.92% | 21.18%-5.3pp | 25.88%-10.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $367 | $1,676-78.1% | $2,428-84.9% | $2,042-82.0% |
| Participant deferral / active EE | $1,629 | $3,103-47.5% | $3,706-56.0% | $3,169-48.6% |
| Admin fee / account holder | $70 | $440-84.1% | $5,608-98.8% | $479-85.4% |