Filed March 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,020 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 11060 WHITE ROCK ROAD · RANCHO CORDOVA, CA 95670 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,088 | $46,173-56.5% | $170,435-88.2% | $69,631-71.2% |
| Participation rate | 33.3% | 63.9%-30.6pp | 83.6%-50.3pp | 70.7%-37.4pp |
| Annual return | 19.23% | 21.62%-2.4pp | 205.94%-186.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $597 | $1,610-62.9% | $5,432-89.0% | $2,032-70.6% |
| Participant deferral / active EE | $2,408 | $2,080+15.8% | $4,939-51.2% | $3,224-25.3% |
| Admin fee / account holder | $13 | $116-89.2% | $13,881-99.9% | $110-88.7% |