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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 49 31416 AGOURA RD · WESTLAKE VILLAGE, CA 91361 | 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.
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 | $36,484 | $63,924-42.9% | $108,582-66.4% | $55,167-33.9% |
| Participation rate | 47.5% | 74.3%-26.9pp | 79.6%-32.1pp | 69.0%-21.5pp |
| Annual return | 5.64% | 15.31%-9.7pp | -51.70%+57.3pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,464 | $3,067-52.3% | $4,311-66.0% | $3,054-52.1% |
| Admin fee / account holder | $16 | $618-97.4% | $7,645-99.8% | $504-96.8% |