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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,001 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $6,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,086 | $52,188-88.3% | $86,656-93.0% | $74,473-91.8% |
| Participation rate | 52.7% | 66.3%-13.7pp | 71.7%-19.0pp | 70.7%-18.1pp |
| Annual return | 12.74% | 44.46%-31.7pp | 593.09%-580.3pp | 34.36%-21.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,025-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $900 | $3,383-73.4% | $4,439-79.7% | $4,530-80.1% |
| Admin fee / account holder | $146 | $319-54.2% | $5,619-97.4% | $347-58.0% |