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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,060 |
ZALE,/MORGAN2+ years Service code 49 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Other Services | $6,349 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $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.
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 | $9,117 | $41,281-77.9% | $109,313-91.7% | $57,658-84.2% |
| Participation rate | 37.2% | 59.3%-22.2pp | 71.3%-34.1pp | 70.2%-33.1pp |
| Annual return | 13.94% | 8.97%+5.0pp | 22.07%-8.1pp | 5.13%+8.8pp |
| Employer contribution / active EE | $233 | $1,201-80.6% | $3,892-94.0% | $1,974-88.2% |
| Participant deferral / active EE | $787 | $2,223-64.6% | $3,166-75.2% | $3,061-74.3% |
| Admin fee / account holder | $46 | $75-38.3% | $5,666-99.2% | $95-50.9% |