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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,421 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $9,669 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,907 | $82,163-75.8% | $125,381-84.1% | $64,819-69.3% |
| Participation rate | 48.9% | 77.9%-29.0pp | 82.4%-33.5pp | 71.5%-22.6pp |
| Annual return | -10.80% | 3.49%-14.3pp | 572.31%-583.1pp | 32.84%-43.6pp |
| Employer contribution / active EE | $867 | $3,616-76.0% | $4,815-82.0% | $2,507-65.4% |
| Participant deferral / active EE | $4,117 | $7,175-42.6% | $7,448-44.7% | $4,311-4.5% |
| Admin fee / account holder | $95 | $163-41.9% | $10,007-99.1% | $188-49.5% |