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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,021 |
TD AMERITRADE, INC.3+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $129 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | 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 | $27,484 | $46,966-41.5% | $185,117-85.2% | $69,631-60.5% |
| Participation rate | 22.4% | 65.3%-42.9pp | 77.3%-54.9pp | 70.7%-48.3pp |
| Annual return | 17.97% | 22.36%-4.4pp | 40.50%-22.5pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $452 | $1,360-66.8% | $4,182-89.2% | $2,032-77.7% |
| Participant deferral / active EE | $747 | $3,017-75.2% | $5,045-85.2% | $3,224-76.8% |
| Admin fee / account holder | $53 | $94-43.5% | $8,159-99.4% | $110-52.0% |