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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $6,547 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,942 |
ADP BROKER-DEALER4 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,186 | $79,209-56.8% | $102,434-66.6% | $74,459-54.1% |
| Participation rate | 53.8% | 74.8%-21.0pp | 76.5%-22.8pp | 67.2%-13.5pp |
| Annual return | 15.39% | 54.98%-39.6pp | 29.46%-14.1pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $2,266 | $2,362-4.1% | $3,023-25.0% | $2,626-13.7% |
| Participant deferral / active EE | $3,297 | $4,417-25.4% | $5,055-34.8% | $4,350-24.2% |
| Admin fee / account holder | $36 | $2,002-98.2% | $9,462-99.6% | $1,945-98.2% |