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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $711 |
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 | $30,908 | $56,640-45.4% | $78,002-60.4% | $55,167-44.0% |
| Participation rate | 17.4% | 73.3%-55.9pp | 75.5%-58.1pp | 69.0%-51.6pp |
| Annual return | 8.64% | 2868.48%-2859.8pp | 425.99%-417.3pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $646 | $2,778-76.7% | $3,497-81.5% | $3,054-78.8% |
| Admin fee / account holder | $24 | $467-94.9% | $5,481-99.6% | $504-95.3% |