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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $32,804 | $40,174-18.3% | $84,021-61.0% | $67,579-51.5% |
| Participation rate | 13.0% | 62.7%-49.7pp | 69.0%-56.1pp | 71.3%-58.3pp |
| Annual return | 28.89% | 25.82%+3.1pp | 71.32%-42.4pp | 378.56%-349.7pp |
| Employer contribution / active EE | $355 | $808-56.0% | $1,984-82.1% | $2,148-83.5% |
| Participant deferral / active EE | $685 | $2,301-70.2% | $3,239-78.9% | $3,539-80.7% |
| Admin fee / account holder | $32 | $128-75.0% | $6,102-99.5% | $142-77.4% |