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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 ONE PENN PLAZA 47TH FL · NEW YORK, NY 10119 | 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 | $25,655 | $46,732-45.1% | $156,551-83.6% | $55,167-53.5% |
| Participation rate | 13.2% | 65.8%-52.6pp | 84.0%-70.8pp | 69.0%-55.8pp |
| Annual return | 5.64% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $302 | $2,105-85.7% | $5,501-94.5% | $1,963-84.6% |
| Participant deferral / active EE | $603 | $2,204-72.6% | $4,871-87.6% | $3,054-80.3% |
| Admin fee / account holder | $14 | $418-96.7% | $13,028-99.9% | $504-97.3% |