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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $11,282 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER1+ 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 | $17,299 | $48,313-64.2% | $73,309-76.4% | $52,331-66.9% |
| Participation rate | 28.1% | 68.6%-40.5pp | 74.9%-46.8pp | 68.1%-40.0pp |
| Annual return | 4.09% | 3.85%+0.2pp | 5.67%-1.6pp | 4.54%-0.5pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,452 | $4,189-65.3% | $4,991-70.9% | $3,022-52.0% |
| Admin fee / account holder | $9 | $404-97.7% | $5,635-99.8% | $592-98.4% |