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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $880 |
ADP BROKER-DEALER3+ 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 | $50,483 | $59,535-15.2% | $90,160-44.0% | $62,292-19.0% |
| Participation rate | 53.3% | 73.0%-19.7pp | 76.9%-23.5pp | 69.5%-16.2pp |
| Annual return | 17.84% | 23.53%-5.7pp | 34.88%-17.0pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,788 | $4,639-61.5% | $5,288-66.2% | $3,169-43.6% |
| Admin fee / account holder | $8 | $337-97.6% | $5,943-99.9% | $479-98.3% |