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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $845 |
ADP BROKER-DEALER2 years 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 | $31,933 | $64,286-50.3% | $90,970-64.9% | $73,412-56.5% |
| Participation rate | 22.4% | 63.6%-41.2pp | 69.0%-46.7pp | 72.2%-49.8pp |
| Annual return | 28.29% | 21.46%+6.8pp | 134.58%-106.3pp | 59.30%-31.0pp |
| Employer contribution / active EE | $511 | $895-42.9% | $2,122-75.9% | $2,234-77.1% |
| Participant deferral / active EE | $1,002 | $2,453-59.2% | $3,373-70.3% | $3,806-73.7% |
| Admin fee / account holder | $10 | $287-96.6% | $5,960-99.8% | $158-93.8% |