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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,820 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 49 1701 RIVER RUN RD · FORT WORTH, TX 76107 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,048 | $125,797-80.1% | $170,028-85.3% | $75,181-66.7% |
| Participation rate | 53.6% | 83.6%-30.0pp | 87.0%-33.4pp | 67.2%-13.6pp |
| Annual return | 12.85% | 27.20%-14.4pp | 53.39%-40.5pp | 160.69%-147.8pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,026 | $6,838-41.1% | $10,409-61.3% | $4,126-2.4% |
| Admin fee / account holder | $6 | $8,177-99.9% | $12,820-99.9% | $5,650-99.9% |