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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,091 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,754 | $89,739-66.8% | $149,718-80.1% | $62,293-52.2% |
| Participation rate | 50.7% | 85.1%-34.4pp | 87.1%-36.3pp | 69.5%-18.8pp |
| Annual return | 21.19% | 21.01%+0.2pp | 1501.70%-1480.5pp | 28.90%-7.7pp |
| Employer contribution / active EE | $1,306 | $3,233-59.6% | $5,444-76.0% | $2,042-36.1% |
| Participant deferral / active EE | $2,672 | $4,797-44.3% | $6,568-59.3% | $3,169-15.7% |
| Admin fee / account holder | $77 | $551-86.1% | $11,283-99.3% | $479-84.0% |