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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER1 year 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.
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 | $15,427 | $44,425-65.3% | $67,834-77.3% | $55,167-72.0% |
| Participation rate | 52.1% | 59.7%-7.6pp | 68.8%-16.7pp | 69.0%-16.8pp |
| Annual return | 8.94% | 17.80%-8.9pp | 138.47%-129.5pp | 169.23%-160.3pp |
| Employer contribution / active EE | $407 | $1,351-69.9% | $2,403-83.1% | $1,963-79.3% |
| Participant deferral / active EE | $1,183 | $2,166-45.4% | $3,160-62.5% | $3,054-61.3% |
| Admin fee / account holder | $7 | $530-98.7% | $4,622-99.9% | $504-98.7% |