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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,648 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 49 900 WILSHIRE SUITE 255 · TROY, MI 48084 | 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,878 | $106,264-66.2% | $147,117-75.6% | $77,762-53.9% |
| Participation rate | 39.8% | 78.4%-38.6pp | 82.2%-42.3pp | 70.6%-30.7pp |
| Annual return | 14.87% | 56.94%-42.1pp | 420.54%-405.7pp | 31.27%-16.4pp |
| Employer contribution / active EE | $1,299 | $4,074-68.1% | $4,932-73.7% | $2,728-52.4% |
| Participant deferral / active EE | $2,757 | $8,003-65.6% | $8,065-65.8% | $4,651-40.7% |
| Admin fee / account holder | $21 | $334-93.7% | $12,993-99.8% | $433-95.1% |