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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP - NATIONAL FINANCIAL PARTNERS Service code 49 3600 AMERICAN BLVD W · BLOOMING, MN 55431 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,587 | $46,360-34.0% | $147,617-79.3% | $52,331-41.6% |
| Participation rate | 48.3% | 64.9%-16.6pp | 84.6%-36.3pp | 68.1%-19.8pp |
| Annual return | -1.99% | 1.62%-3.6pp | 61.98%-64.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $563 | $2,126-73.5% | $5,565-89.9% | $1,882-70.1% |
| Participant deferral / active EE | $2,069 | $2,258-8.3% | $4,895-57.7% | $3,022-31.5% |
| Admin fee / account holder | $4 | $766-99.4% | $11,611-100.0% | $592-99.3% |