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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,897 |
ADP BROKER-DEALER2+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,966 | $32,425-72.3% | $74,577-88.0% | $55,167-83.7% |
| Participation rate | 31.0% | 54.0%-23.0pp | 68.1%-37.1pp | 69.0%-38.0pp |
| Annual return | 5.29% | 10.63%-5.3pp | 20.47%-15.2pp | 169.23%-163.9pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $519 | $1,995-74.0% | $3,458-85.0% | $3,054-83.0% |
| Admin fee / account holder | $26 | $748-96.5% | $4,138-99.4% | $504-94.9% |