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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,366 | $58,391-90.8% | $76,657-93.0% | $72,975-92.6% |
| Participation rate | 66.7% | 67.4%-0.7pp | 72.1%-5.4pp | 69.5%-2.8pp |
| Annual return | 23.05% | 2306.65%-2283.6pp | 1166.74%-1143.7pp | 81.01%-58.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,650 | $2,690-38.7% | $3,335-50.5% | $3,608-54.3% |
| Admin fee / account holder | $51 | $4,014-98.7% | $6,423-99.2% | $5,124-99.0% |