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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $5,341 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $361 |
ADP BROKER-DEALER2+ 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,504 | $32,425-27.5% | $74,577-68.5% | $55,167-57.4% |
| Participation rate | 12.3% | 54.0%-41.7pp | 68.1%-55.8pp | 69.0%-56.7pp |
| Annual return | 5.21% | 10.63%-5.4pp | 20.47%-15.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $213 | $1,043-79.6% | $2,525-91.6% | $1,963-89.2% |
| Participant deferral / active EE | $349 | $1,995-82.5% | $3,458-89.9% | $3,054-88.6% |
| Admin fee / account holder | $12 | $748-98.4% | $4,138-99.7% | $504-97.7% |