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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $13,642 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,375 |
ADP BROKER-DEALER1+ 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.
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 | $13,684 | $31,109-56.0% | $67,704-79.8% | $52,331-73.9% |
| Participation rate | 52.3% | 54.0%-1.7pp | 67.5%-15.2pp | 68.1%-15.8pp |
| Annual return | 5.73% | 23.70%-18.0pp | 25.41%-19.7pp | 4.54%+1.2pp |
| Employer contribution / active EE | $103 | $1,076-90.5% | $2,559-96.0% | $1,882-94.5% |
| Participant deferral / active EE | $715 | $1,970-63.7% | $3,585-80.1% | $3,022-76.4% |
| Admin fee / account holder | $18 | $466-96.1% | $4,255-99.6% | $592-96.9% |