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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,625 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP - NATIONAL FINANCIAL PARTNERS Service code 49 5920 STAR LANE · HOUSTON, TX 77057 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,741 | $54,320-60.0% | $67,653-67.9% | $52,331-58.5% |
| Participation rate | 46.9% | 73.6%-26.7pp | 75.7%-28.8pp | 68.1%-21.2pp |
| Annual return | -0.07% | 6.81%-6.9pp | 6625.22%-6625.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,020 | $1,544-34.0% | $2,266-55.0% | $1,882-45.8% |
| Participant deferral / active EE | $2,752 | $2,950-6.7% | $3,560-22.7% | $3,022-8.9% |
| Admin fee / account holder | $29 | $527-94.6% | $4,821-99.4% | $592-95.2% |