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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,747 |
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.
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 | $22,955 | $64,909-64.6% | $82,313-72.1% | $62,293-63.1% |
| Participation rate | 47.2% | 74.9%-27.7pp | 76.9%-29.7pp | 69.5%-22.4pp |
| Annual return | 13.88% | 21.18%-7.3pp | 25.88%-12.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,169 | $3,103-62.3% | $3,706-68.5% | $3,169-63.1% |
| Admin fee / account holder | $77 | $440-82.4% | $5,608-98.6% | $479-83.9% |