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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,540 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: HORNOR TOWNSEND AND KENT INC Service code 49 16479 DALLAS PKWY · ADDISON, TX 75001 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $31,332 | $71,666-56.3% | $117,861-73.4% | $69,631-55.0% |
| Participation rate | 46.5% | 77.5%-31.1pp | 79.7%-33.2pp | 70.7%-24.2pp |
| Annual return | 15.93% | 18.86%-2.9pp | 335.11%-319.2pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,762 | $3,340-47.2% | $4,482-60.7% | $3,224-45.3% |
| Admin fee / account holder | $35 | $120-70.7% | $8,021-99.6% | $110-68.1% |