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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $975 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
FIRST ALLIED SECURITIES INC2+ years Filed as: FIRST ALLIED SECURITIES, INC Service code 49 30423 CANWOOD STREET · AGOURA HILLS, CA 91301 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,467 | $42,582-70.7% | $171,082-92.7% | $57,658-78.4% |
| Participation rate | 29.5% | 63.9%-34.4pp | 76.7%-47.2pp | 70.2%-40.8pp |
| Annual return | 11.14% | 308.67%-297.5pp | 32.56%-21.4pp | 5.13%+6.0pp |
| Employer contribution / active EE | $522 | $1,306-60.0% | $4,002-87.0% | $1,974-73.5% |
| Participant deferral / active EE | $1,077 | $2,933-63.3% | $4,797-77.5% | $3,061-64.8% |
| Admin fee / account holder | $11 | $82-86.4% | $8,520-99.9% | $95-88.1% |