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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $621 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: PENSIONMARK SECURITIES LLC Service code 49 3091 COLLEGE PARK DR · THE WOODLANDS, TX 77384 | 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 | $8,856 | $58,888-85.0% | $178,499-95.0% | $73,493-88.0% |
| Participation rate | 25.6% | 66.2%-40.6pp | 81.9%-56.3pp | 70.7%-45.1pp |
| Annual return | 43.18% | 24.86%+18.3pp | 151.10%-107.9pp | 28.51%+14.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,252 | $2,568-51.2% | $5,202-75.9% | $3,740-66.5% |
| Admin fee / account holder | $11 | $400-97.2% | $13,986-99.9% | $513-97.8% |