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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,169 |
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.
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 | $47,511 | $63,314-25.0% | $91,004-47.8% | $62,293-23.7% |
| Participation rate | 35.9% | 73.3%-37.4pp | 75.6%-39.7pp | 69.5%-33.6pp |
| Annual return | 15.44% | 21.00%-5.6pp | 4.60%+10.8pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,899 | $2,944-35.5% | $3,548-46.5% | $3,169-40.1% |
| Admin fee / account holder | $176 | $468-62.3% | $5,417-96.7% | $479-63.2% |