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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,814 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT2+ years Service code 49 200 VESEY ST · HEBRON, CT 06248 | Other Services | $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.
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 | $7,970 | $54,573-85.4% | $90,970-91.2% | $73,493-89.2% |
| Participation rate | 42.6% | 61.2%-18.6pp | 69.0%-26.4pp | 70.7%-28.1pp |
| Annual return | 19.46% | 16.69%+2.8pp | 134.58%-115.1pp | 28.51%-9.1pp |
| Employer contribution / active EE | $184 | $991-81.4% | $2,122-91.3% | $2,270-91.9% |
| Participant deferral / active EE | $1,295 | $2,517-48.6% | $3,373-61.6% | $3,740-65.4% |
| Admin fee / account holder | $78 | $521-85.1% | $5,960-98.7% | $513-84.9% |