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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $41,494 |
ADP BROKER-DEALER4+ 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.
Employer 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 | $16,224 | $35,485-54.3% | $74,551-78.2% | $55,725-70.9% |
| Participation rate | 34.0% | 62.5%-28.5pp | 69.1%-35.1pp | 70.9%-36.8pp |
| Annual return | -5.54% | 0.72%-6.3pp | 32.53%-38.1pp | 244.93%-250.5pp |
| Employer contribution / active EE | $70 | $777-91.0% | $1,961-96.4% | $2,078-96.6% |
| Participant deferral / active EE | $1,750 | $2,181-19.7% | $3,108-43.7% | $3,356-47.8% |
| Admin fee / account holder | $0 | $114-100.0% | $5,059-100.0% | $115-100.0% |