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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,918 |
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.
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 | $12,990 | $89,652-85.5% | $141,177-90.8% | $65,185-80.1% |
| Participation rate | 45.0% | 74.7%-29.7pp | 82.5%-37.5pp | 70.2%-25.2pp |
| Annual return | 22.19% | 32.79%-10.6pp | 71.40%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,540 | $5,691-72.9% | $6,710-77.1% | $3,514-56.2% |
| Admin fee / account holder | $92 | $569-83.8% | $10,263-99.1% | $847-89.1% |