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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $855 |
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.
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 | $19,473 | $42,396-54.1% | $67,313-71.1% | $56,289-65.4% |
| Participation rate | 60.5% | 61.0%-0.5pp | 69.1%-8.6pp | 69.9%-9.3pp |
| Annual return | -5.94% | -36.63%+30.7pp | -4.08%-1.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $639 | $1,414-54.8% | $2,566-75.1% | $2,111-69.7% |
| Participant deferral / active EE | $1,952 | $2,360-17.3% | $3,568-45.3% | $3,350-41.7% |
| Admin fee / account holder | $8 | $510-98.5% | $4,507-99.8% | $521-98.5% |