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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,125 |
ADP BROKER-DEALER4+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,632 | $59,186-68.5% | $76,766-75.7% | $56,287-66.9% |
| Participation rate | 43.0% | 75.2%-32.2pp | 77.0%-33.9pp | 69.9%-26.8pp |
| Annual return | -4.91% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $804 | $1,759-54.3% | $2,485-67.7% | $2,111-61.9% |
| Participant deferral / active EE | $1,252 | $3,255-61.5% | $3,851-67.5% | $3,350-62.6% |
| Admin fee / account holder | $27 | $489-94.4% | $6,675-99.6% | $521-94.8% |