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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,298 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,063 | $98,776-80.7% | $149,745-87.3% | $79,856-76.1% |
| Participation rate | 78.9% | 75.8%+3.2pp | 82.5%-3.5pp | 69.6%+9.3pp |
| Annual return | 12.60% | 27.38%-14.8pp | 276.72%-264.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,502 | $5,681-38.4% | $6,843-48.8% | $3,741-6.4% |
| Admin fee / account holder | $18 | $6,053-99.7% | $9,312-99.8% | $5,306-99.7% |