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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,575 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AMERICAN PORTFOLIOS FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS Service code 49 1045 E ATLANTIC AVE · DELRAY BEACH, FL 33483 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,461 | $42,546-54.3% | $71,796-72.9% | $55,167-64.7% |
| Participation rate | 49.8% | 59.1%-9.3pp | 69.1%-19.3pp | 69.0%-19.2pp |
| Annual return | 4.83% | 12.36%-7.5pp | 78.04%-73.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $691 | $803-14.0% | $1,924-64.1% | $1,963-64.8% |
| Participant deferral / active EE | $1,305 | $2,064-36.8% | $2,794-53.3% | $3,054-57.3% |
| Admin fee / account holder | $19 | $650-97.1% | $4,815-99.6% | $504-96.2% |