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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $375 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 101 W BIG BEAVER RD · 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,751 | $99,957-79.2% | $149,730-86.1% | $73,493-71.8% |
| Participation rate | 40.6% | 75.7%-35.1pp | 82.5%-41.9pp | 70.7%-30.1pp |
| Annual return | 20.53% | 53.87%-33.3pp | 276.70%-256.2pp | 28.51%-8.0pp |
| Employer contribution / active EE | $830 | $3,191-74.0% | $4,645-82.1% | $2,270-63.4% |
| Participant deferral / active EE | $1,721 | $6,073-71.7% | $6,843-74.9% | $3,740-54.0% |
| Admin fee / account holder | $6 | $551-99.0% | $9,310-99.9% | $513-98.9% |