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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,675 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP - NATIONAL FINANCIAL PARTNERS Service code 49 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,716 | $44,229-80.3% | $155,789-94.4% | $55,191-84.2% |
| Participation rate | 39.3% | 60.8%-21.5pp | 76.1%-36.8pp | 69.2%-29.9pp |
| Annual return | -1.17% | 0.37%-1.5pp | 71.54%-72.7pp | 10.78%-11.9pp |
| Employer contribution / active EE | $8 | $1,317-99.4% | $3,839-99.8% | $1,899-99.6% |
| Participant deferral / active EE | $1,146 | $2,851-59.8% | $4,798-76.1% | $3,046-62.4% |
| Admin fee / account holder | $16 | $86-81.1% | $7,477-99.8% | $91-82.1% |