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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,182 | $51,244-21.6% | $80,975-50.4% | $55,167-27.2% |
| Participation rate | 52.1% | 71.7%-19.6pp | 75.8%-23.7pp | 69.0%-16.9pp |
| Annual return | 7.80% | 17.39%-9.6pp | 17.10%-9.3pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,489 | $4,418-66.3% | $5,696-73.9% | $3,054-51.2% |
| Admin fee / account holder | $9 | $398-97.7% | $5,516-99.8% | $504-98.2% |