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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-5476782 | Recordkeeping | $9,584 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,759 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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 | $20,426 | $95,417-78.6% | $135,974-85.0% | $74,460-72.6% |
| Participation rate | 44.1% | 78.2%-34.1pp | 81.9%-37.8pp | 70.7%-26.7pp |
| Annual return | 0.00% | 32.76%-32.8pp | 68.30%-68.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,553 | $7,789-54.4% | $7,760-54.2% | $4,530-21.6% |
| Admin fee / account holder | $39 | $266-85.5% | $10,767-99.6% | $348-88.9% |