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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,314 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 7535 E HAMPEN AVENUE · DENVER, CO 80231 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,059 | $71,192-69.0% | $117,861-81.3% | $62,293-64.6% |
| Participation rate | 89.9% | 74.2%+15.7pp | 79.7%+10.2pp | 69.5%+20.4pp |
| Annual return | 19.32% | 18.66%+0.7pp | 335.11%-315.8pp | 28.90%-9.6pp |
| Employer contribution / active EE | $418 | $1,934-78.4% | $3,786-89.0% | $2,042-79.5% |
| Participant deferral / active EE | $3,121 | $3,189-2.1% | $4,482-30.4% | $3,169-1.5% |
| Admin fee / account holder | $33 | $587-94.3% | $8,021-99.6% | $479-93.1% |