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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,874 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 1375 E 71ST ST · TULSA, OK 74136 | 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 | $50,291 | $63,924-21.3% | $108,582-53.7% | $55,167-8.8% |
| Participation rate | 61.1% | 74.3%-13.3pp | 79.6%-18.5pp | 69.0%-7.9pp |
| Annual return | 6.61% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $232 | $1,879-87.6% | $3,758-93.8% | $1,963-88.2% |
| Participant deferral / active EE | $2,120 | $3,067-30.9% | $4,311-50.8% | $3,054-30.6% |
| Admin fee / account holder | $42 | $618-93.3% | $7,645-99.5% | $504-91.7% |