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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,476 |
ADP BROKER-DEALER3 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.
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 | $17,432 | $64,286-72.9% | $90,970-80.8% | $73,412-76.3% |
| Participation rate | 41.0% | 63.6%-22.6pp | 69.0%-28.0pp | 72.2%-31.1pp |
| Annual return | 14.60% | 21.46%-6.9pp | 134.60%-120.0pp | 59.30%-44.7pp |
| Employer contribution / active EE | $968 | $895+8.2% | $2,122-54.4% | $2,234-56.7% |
| Participant deferral / active EE | $1,424 | $2,453-42.0% | $3,373-57.8% | $3,806-62.6% |
| Admin fee / account holder | $18 | $287-93.9% | $5,961-99.7% | $158-88.8% |