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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,341 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AMERICAN PORTFOLIOS FINANCIAL6+ 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.
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).
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 | $39,842 | $64,286-38.0% | $90,970-56.2% | $73,412-45.7% |
| Participation rate | 32.5% | 63.6%-31.1pp | 69.0%-36.5pp | 72.2%-39.7pp |
| Annual return | 13.73% | 21.46%-7.7pp | 134.60%-120.9pp | 59.30%-45.6pp |
| Employer contribution / active EE | $635 | $895-29.0% | $2,122-70.1% | $2,234-71.6% |
| Participant deferral / active EE | $1,320 | $2,453-46.2% | $3,373-60.9% | $3,806-65.3% |
| Admin fee / account holder | $23 | $287-92.0% | $5,961-99.6% | $158-85.5% |