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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $485 |
ADP BROKER-DEALER5+ 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 | $40,871 | $65,378-37.5% | $87,103-53.1% | $65,186-37.3% |
| Participation rate | 42.5% | 75.3%-32.8pp | 76.9%-34.4pp | 70.2%-27.7pp |
| Annual return | 19.51% | 31.28%-11.8pp | 28.19%-8.7pp | 29.39%-9.9pp |
| Employer contribution / active EE | $300 | $1,823-83.5% | $2,521-88.1% | $2,177-86.2% |
| Participant deferral / active EE | $1,738 | $3,389-48.7% | $4,049-57.1% | $3,514-50.5% |
| Admin fee / account holder | $7 | $520-98.7% | $7,491-99.9% | $847-99.2% |