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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL ASSET MANAGEMENT4 years Filed as: NATIONAL ASSET MANAGEMENT, INC. Service code 15 · EIN 91-1648671 | Recordkeeping | $10,247 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,717 | $88,186-72.0% | $165,071-85.0% | $74,459-66.8% |
| Participation rate | 87.7% | 73.1%+14.5pp | 78.6%+9.1pp | 67.2%+20.5pp |
| Annual return | 13.30% | 17.13%-3.8pp | 70.17%-56.9pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $625 | $2,600-76.0% | $4,347-85.6% | $2,626-76.2% |
| Participant deferral / active EE | $4,405 | $4,505-2.2% | $6,035-27.0% | $4,350+1.3% |
| Admin fee / account holder | $55 | $2,234-97.5% | $12,695-99.6% | $1,945-97.2% |