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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $525 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT1+ years Service code 49 1211 AVE OF AMERICAS · NEW YORK, NY 10036 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,062 | $33,067-69.6% | $76,518-86.9% | $56,289-82.1% |
| Participation rate | 69.5% | 55.4%+14.1pp | 68.0%+1.5pp | 69.9%-0.3pp |
| Annual return | 0.00% | 2.72%-2.7pp | -0.27%+0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $614 | $1,200-48.9% | $2,647-76.8% | $2,111-70.9% |
| Participant deferral / active EE | $1,619 | $2,240-27.7% | $3,836-57.8% | $3,350-51.7% |
| Admin fee / account holder | $3 | $537-99.4% | $4,849-99.9% | $521-99.4% |