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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,746 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
OPPENHEIMER1 year Service code 49 4855 TECHNOLOGY WAY · BOCA RATON, FL 33431 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,819 | $58,655-30.4% | $91,994-55.6% | $65,186-37.4% |
| Participation rate | 67.5% | 75.3%-7.8pp | 78.6%-11.2pp | 70.2%-2.7pp |
| Annual return | 23.51% | 33.92%-10.4pp | 69.04%-45.5pp | 29.39%-5.9pp |
| Employer contribution / active EE | $170 | $2,080-91.8% | $3,453-95.1% | $2,177-92.2% |
| Participant deferral / active EE | $4,068 | $5,474-25.7% | $5,924-31.3% | $3,514+15.8% |
| Admin fee / account holder | $22 | $434-94.9% | $7,744-99.7% | $847-97.4% |