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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,019 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $17,085 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $17,300 | $69,823-75.2% | $76,872-77.5% | $74,460-76.8% |
| Participation rate | 42.3% | 70.0%-27.7pp | 69.6%-27.3pp | 70.7%-28.4pp |
| Annual return | 16.42% | 19.99%-3.6pp | 37.90%-21.5pp | 34.38%-18.0pp |
| Employer contribution / active EE | $742 | $2,148-65.4% | $2,533-70.7% | $2,638-71.9% |
| Participant deferral / active EE | $1,142 | $3,558-67.9% | $3,832-70.2% | $4,530-74.8% |
| Admin fee / account holder | $162 | $398-59.3% | $5,476-97.0% | $348-53.4% |