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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,330 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT1 year Service code 49 6225 SHERIDAN DRIVE SUITE 318 · WILLIAMSVILLE, NY 14221 | 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 | $30,250 | $64,909-53.4% | $82,312-63.2% | $62,293-51.4% |
| Participation rate | 44.5% | 74.9%-30.4pp | 76.9%-32.4pp | 69.5%-25.0pp |
| Annual return | 22.99% | 21.18%+1.8pp | 25.88%-2.9pp | 28.90%-5.9pp |
| Employer contribution / active EE | $209 | $1,676-87.5% | $2,428-91.4% | $2,042-89.8% |
| Participant deferral / active EE | $1,729 | $3,103-44.3% | $3,706-53.3% | $3,169-45.4% |
| Admin fee / account holder | $15 | $440-96.5% | $5,608-99.7% | $479-96.8% |