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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
PLAN MEMBER SECURITIES CORP1+ years Filed as: PLAN MEMBER SECURITIES CORPORATION Service code 49 8771 PERIMETER PARK COURT · JACKSONVILLE, FL 32216 | 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.
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 | $108 | $46,360-99.8% | $147,617-99.9% | $52,331-99.8% |
| Participation rate | 35.7% | 64.9%-29.3pp | 84.6%-48.9pp | 68.1%-32.4pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $42 | $2,258-98.1% | $4,895-99.1% | $3,022-98.6% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |