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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 59-3782727 | Recordkeeping | $18,915 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $995 |
ADP BROKER-DEALER3+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER3+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,541 | $71,192-52.9% | $117,861-71.5% | $62,293-46.2% |
| Participation rate | 49.2% | 74.2%-25.1pp | 79.7%-30.5pp | 69.5%-20.4pp |
| Annual return | 18.05% | 18.66%-0.6pp | 335.11%-317.1pp | 28.90%-10.8pp |
| Employer contribution / active EE | $205 | $1,934-89.4% | $3,786-94.6% | $2,042-89.9% |
| Participant deferral / active EE | $2,146 | $3,189-32.7% | $4,482-52.1% | $3,169-32.3% |
| Admin fee / account holder | $212 | $587-63.8% | $8,021-97.4% | $479-55.7% |