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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,525 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES ASSOCIATES Service code 49 12651 HIGH BLUFF DR · SAN DIEGO, CA 92130 | 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,719 | $80,177-76.7% | $123,894-84.9% | $57,658-67.5% |
| Participation rate | 28.3% | 74.4%-46.2pp | 81.4%-53.1pp | 70.2%-41.9pp |
| Annual return | 9.82% | 17.90%-8.1pp | 47.52%-37.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $1 | $2,913-100.0% | $4,617-100.0% | $1,974-99.9% |
| Participant deferral / active EE | $2,240 | $5,130-56.3% | $5,984-62.6% | $3,061-26.8% |
| Admin fee / account holder | $12 | $106-88.5% | $8,357-99.9% | $95-87.1% |