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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $125 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 49 707 2ND AVE S · POMPTON PLAINS, NJ 07444 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,991 | $65,862-46.9% | $124,693-71.9% | $79,391-55.9% |
| Participation rate | 11.8% | 62.2%-50.4pp | 74.6%-62.8pp | 70.7%-58.9pp |
| Annual return | 21.63% | 19.02%+2.6pp | 5144.19%-5122.6pp | 116.88%-95.3pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $320 | $2,772-88.5% | $4,615-93.1% | $4,046-92.1% |
| Admin fee / account holder | $3 | $673-99.6% | $7,494-100.0% | $627-99.5% |