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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $751 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SILVER OAK SECURITIES. INC4 years Service code 49 205 POWELL PLACE · BRENTWOOD, TN 37027 | 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).
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 | $7,693 | $73,638-89.6% | $95,960-92.0% | $73,493-89.5% |
| Participation rate | 22.2% | 76.2%-54.0pp | 77.1%-54.9pp | 70.7%-48.5pp |
| Annual return | 15.38% | 16.78%-1.4pp | 91.63%-76.3pp | 28.51%-13.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $402 | $3,617-88.9% | $4,167-90.4% | $3,740-89.3% |
| Admin fee / account holder | $10 | $482-97.8% | $6,797-99.8% | $513-98.0% |