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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS2 years Filed as: FUND DIRECT ADVISORS, INC Service code 15 · EIN 27-3584365 | Recordkeeping | $10,249 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,880 |
ADP BROKER-DEALER4+ 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.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,141 | $65,223-81.4% | $80,022-84.8% | $55,725-78.2% |
| Participation rate | 57.2% | 80.6%-23.3pp | 75.8%-18.6pp | 70.9%-13.6pp |
| Annual return | 30.85% | 7.59%+23.3pp | 11.22%+19.6pp | 244.93%-214.1pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,343 | $3,881-65.4% | $3,686-63.6% | $3,356-60.0% |
| Admin fee / account holder | $27 | $114-76.7% | $6,521-99.6% | $115-76.9% |