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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1 year Service code 49 5676 ELVAS AVE # 100 · SACRAMENTO, CA 95819 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $18,726 | $60,165-68.9% | $74,184-74.8% | $55,167-66.1% |
| Participation rate | 48.7% | 74.2%-25.4pp | 76.6%-27.9pp | 69.0%-20.3pp |
| Annual return | 9.43% | 10.00%-0.6pp | 17.74%-8.3pp | 169.23%-159.8pp |
| Employer contribution / active EE | $231 | $1,600-85.5% | $2,370-90.2% | $1,963-88.2% |
| Participant deferral / active EE | $2,033 | $2,973-31.6% | $3,550-42.7% | $3,054-33.4% |
| Admin fee / account holder | $17 | $419-95.9% | $5,586-99.7% | $504-96.6% |