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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,025 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CETERA ADVISOR NETWORKS Service code 49 320 WEST 57TH ST · NEW YORK, NY 10019 | Other Services | $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).
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 | $9,071 | $30,599-70.4% | $74,577-87.8% | $57,658-84.3% |
| Participation rate | 66.2% | 49.1%+17.1pp | 68.1%-1.9pp | 70.2%-4.0pp |
| Annual return | 11.73% | 14.24%-2.5pp | 20.47%-8.7pp | 5.13%+6.6pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,045 | $1,805+68.7% | $3,458-11.9% | $3,061-0.5% |
| Admin fee / account holder | $22 | $98-77.1% | $4,138-99.5% | $95-76.2% |