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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,133 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 2330 W JOPPA RD STE 175 · LUTHERVILLE TIMONIUM, MD 21093 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $7,517 | $55,453-86.4% | $170,435-95.6% | $62,293-87.9% |
| Participation rate | 72.9% | 66.4%+6.5pp | 83.6%-10.7pp | 69.5%+3.4pp |
| Annual return | 11.44% | 21.38%-9.9pp | 205.94%-194.5pp | 28.90%-17.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $763 | $2,303-66.9% | $4,939-84.6% | $3,169-75.9% |
| Admin fee / account holder | $59 | $455-87.1% | $13,881-99.6% | $479-87.7% |