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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,825 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
FIRST ALLIED SECURITIES INC5+ years Filed as: FIRST ALLIED SECURITIES, INC Service code 49 500 ALA MOANA BLVD · HONOLULU, HI 96813 | 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.
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 | $9,507 | $50,666-81.2% | $76,823-87.6% | $65,185-85.4% |
| Participation rate | 51.6% | 68.8%-17.2pp | 72.1%-20.5pp | 70.2%-18.6pp |
| Annual return | 20.59% | 28.51%-7.9pp | 1166.42%-1145.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $863 | $2,647-67.4% | $3,336-74.1% | $3,514-75.4% |
| Admin fee / account holder | $13 | $463-97.1% | $6,422-99.8% | $847-98.4% |