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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,025 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: HORNOR, TOWNSEND & KENT, INC Service code 49 4 NORTH PARK DRIVE · HUNT VALLEY, MD 21030 | 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 | $15,724 | $60,165-73.9% | $74,184-78.8% | $55,167-71.5% |
| Participation rate | 61.4% | 74.2%-12.8pp | 76.6%-15.2pp | 69.0%-7.6pp |
| Annual return | 8.27% | 10.00%-1.7pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $683 | $1,600-57.3% | $2,370-71.2% | $1,963-65.2% |
| Participant deferral / active EE | $1,341 | $2,973-54.9% | $3,550-62.2% | $3,054-56.1% |
| Admin fee / account holder | $17 | $419-95.9% | $5,586-99.7% | $504-96.6% |