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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 525 MAIN ST · YOUNGSTOWN, NY 14174 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,593 | $60,165-60.8% | $74,184-68.2% | $55,167-57.2% |
| Participation rate | 58.3% | 74.2%-15.8pp | 76.6%-18.3pp | 69.0%-10.7pp |
| Annual return | 15.49% | 10.00%+5.5pp | 17.74%-2.2pp | 169.23%-153.7pp |
| Employer contribution / active EE | $676 | $1,600-57.7% | $2,370-71.5% | $1,963-65.6% |
| Participant deferral / active EE | $1,892 | $2,973-36.3% | $3,550-46.7% | $3,054-38.0% |
| Admin fee / account holder | $16 | $419-96.3% | $5,586-99.7% | $504-96.9% |