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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $25,432 | $60,165-57.7% | $74,184-65.7% | $55,167-53.9% |
| Participation rate | 31.5% | 74.2%-42.7pp | 76.6%-45.2pp | 69.0%-37.5pp |
| Annual return | 7.74% | 10.00%-2.3pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $902 | $2,973-69.7% | $3,550-74.6% | $3,054-70.5% |
| Admin fee / account holder | $123 | $419-70.8% | $5,586-97.8% | $504-75.7% |