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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $14,237 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER1 year 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 | $39,704 | $46,732-15.0% | $156,551-74.6% | $55,167-28.0% |
| Participation rate | 45.8% | 65.8%-20.0pp | 84.0%-38.2pp | 69.0%-23.2pp |
| Annual return | 9.76% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $132 | $2,105-93.8% | $5,501-97.6% | $1,963-93.3% |
| Participant deferral / active EE | $1,543 | $2,204-30.0% | $4,871-68.3% | $3,054-49.5% |
| Admin fee / account holder | $9 | $418-97.7% | $13,028-99.9% | $504-98.1% |