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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,904 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | 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 | $11,831 | $39,948-70.4% | $89,435-86.8% | $73,412-83.9% |
| Participation rate | 22.2% | 50.4%-28.3pp | 68.0%-45.8pp | 72.2%-50.0pp |
| Annual return | 21.51% | 50.12%-28.6pp | 245.55%-224.0pp | 59.30%-37.8pp |
| Employer contribution / active EE | $711 | $1,200-40.7% | $2,587-72.5% | $2,234-68.2% |
| Participant deferral / active EE | $1,454 | $2,193-33.7% | $3,890-62.6% | $3,806-61.8% |
| Admin fee / account holder | $13 | $134-90.3% | $4,884-99.7% | $158-91.7% |