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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,783 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PARK AVENUE SECURITIES LLC1+ years Service code 49 · EIN 13-5123390 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,551 | $83,023-80.1% | $102,437-83.8% | $77,762-78.7% |
| Participation rate | 33.4% | 71.5%-38.1pp | 74.5%-41.1pp | 70.6%-37.1pp |
| Annual return | 0.00% | 19.12%-19.1pp | 24.95%-24.9pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,205 | $4,110-70.7% | $5,060-76.2% | $4,651-74.1% |
| Admin fee / account holder | $17 | $639-97.3% | $8,388-99.8% | $433-96.1% |