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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,560 |
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 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.
Employer 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 | $41,315 | $71,192-42.0% | $117,861-64.9% | $62,293-33.7% |
| Participation rate | 59.6% | 74.2%-14.6pp | 79.7%-20.0pp | 69.5%-9.9pp |
| Annual return | 20.27% | 18.66%+1.6pp | 335.11%-314.8pp | 28.90%-8.6pp |
| Employer contribution / active EE | $311 | $1,934-83.9% | $3,786-91.8% | $2,042-84.8% |
| Participant deferral / active EE | $1,961 | $3,189-38.5% | $4,482-56.2% | $3,169-38.1% |
| Admin fee / account holder | $21 | $587-96.4% | $8,021-99.7% | $479-95.6% |