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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $29,079 | $75,183-61.3% | $123,894-76.5% | $55,167-47.3% |
| Participation rate | 32.7% | 72.8%-40.1pp | 81.4%-48.7pp | 69.0%-36.2pp |
| Annual return | 10.54% | 19.01%-8.5pp | 47.52%-37.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $384 | $2,823-86.4% | $4,617-91.7% | $1,963-80.4% |
| Participant deferral / active EE | $3,730 | $5,084-26.6% | $5,984-37.7% | $3,054+22.1% |
| Admin fee / account holder | $67 | $663-89.9% | $8,357-99.2% | $504-86.7% |