Filed August 30, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ 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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,448 | $32,425-86.3% | $74,577-94.0% | $55,167-91.9% |
| Participation rate | 37.9% | 54.0%-16.1pp | 68.1%-30.2pp | 69.0%-31.1pp |
| Annual return | 0.00% | 10.63%-10.6pp | 20.47%-20.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $717 | $1,043-31.3% | $2,525-71.6% | $1,963-63.5% |
| Participant deferral / active EE | $1,078 | $1,995-46.0% | $3,458-68.8% | $3,054-64.7% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |