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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 26-4016866 | Recordkeeping | $9,349 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,532 |
ADP BROKER-DEALER6+ 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 | $17,744 | $100,801-82.4% | $149,730-88.1% | $73,412-75.8% |
| Participation rate | 43.2% | 77.7%-34.5pp | 82.5%-39.3pp | 72.2%-29.0pp |
| Annual return | 15.76% | 265.34%-249.6pp | 276.70%-260.9pp | 59.30%-43.5pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,451 | $6,404-77.3% | $6,843-78.8% | $3,806-61.9% |
| Admin fee / account holder | $79 | $181-56.1% | $9,310-99.1% | $158-49.7% |