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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 10995 OWINGS MILLS BLVD · OWINGS MILLS, MD 21117 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $667 | $35,986-98.1% | $77,513-99.1% | $73,493-99.1% |
| Participation rate | 66.7% | 40.8%+25.8pp | 54.2%+12.5pp | 70.7%-4.0pp |
| Annual return | 553.26% | 19.26%+534.0pp | 54.81%+498.5pp | 28.51%+524.7pp |
| Employer contribution / active EE | $200 | $557-64.1% | $987-79.7% | $2,270-91.2% |
| Participant deferral / active EE | $274 | $1,198-77.1% | $1,861-85.3% | $3,740-92.7% |
| Admin fee / account holder | $1 | $466-99.9% | $2,859-100.0% | $513-99.9% |