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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $410 |
ADP BROKER-DEALER3+ 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.
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 | $13,350 | $50,637-73.6% | $86,582-84.6% | $62,293-78.6% |
| Participation rate | 40.0% | 67.9%-27.9pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 15.62% | 20.80%-5.2pp | 965.08%-949.5pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,575 | $2,611-39.7% | $3,609-56.4% | $3,169-50.3% |
| Admin fee / account holder | $5 | $413-98.8% | $4,904-99.9% | $479-99.0% |