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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,930 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 5420 LBJ FREEWAY · DALLAS, TX 75240 | 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).
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 | $13,481 | $72,027-81.3% | $185,835-92.7% | $79,852-83.1% |
| Participation rate | 68.8% | 65.8%+3.1pp | 78.0%-9.2pp | 69.6%-0.8pp |
| Annual return | 32.21% | 23.13%+9.1pp | 35.96%-3.7pp | 31.72%+0.5pp |
| Employer contribution / active EE | $3,282 | $1,965+67.0% | $4,087-19.7% | $2,471+32.8% |
| Participant deferral / active EE | $4,537 | $3,780+20.1% | $5,633-19.5% | $3,740+21.3% |
| Admin fee / account holder | $27 | $4,513-99.4% | $9,502-99.7% | $5,306-99.5% |