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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $200 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 121 NW GREENWOOD AVENUE · BEND, OR 97701 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $12,788 | $59,535-78.5% | $90,161-85.8% | $62,293-79.5% |
| Participation rate | 60.8% | 73.0%-12.3pp | 76.9%-16.1pp | 69.5%-8.8pp |
| Annual return | 32.74% | 23.53%+9.2pp | 34.89%-2.1pp | 28.90%+3.8pp |
| Employer contribution / active EE | $1,336 | $1,826-26.8% | $3,318-59.7% | $2,042-34.6% |
| Participant deferral / active EE | $2,427 | $4,639-47.7% | $5,287-54.1% | $3,169-23.4% |
| Admin fee / account holder | $2 | $337-99.5% | $5,943-100.0% | $479-99.7% |