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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $500 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SECURIAN, INC Service code 49 225 SEVEN FARMS DRIVE · DANIEL ISLAND, SC 29492 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,454 | $50,643-39.9% | $106,619-71.4% | $55,167-44.8% |
| Participation rate | 39.8% | 65.6%-25.7pp | 78.0%-38.2pp | 69.0%-29.2pp |
| Annual return | 8.26% | 7.02%+1.2pp | 9.42%-1.2pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,012 | $1,626-37.8% | $3,947-74.4% | $1,963-48.4% |
| Participant deferral / active EE | $1,599 | $2,208-27.6% | $3,930-59.3% | $3,054-47.6% |
| Admin fee / account holder | $5 | $488-99.0% | $6,418-99.9% | $504-99.0% |