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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ 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.
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 | $63,913 | $25,723+148.5% | $69,182-7.6% | $55,167+15.9% |
| Participation rate | 15.4% | 39.4%-24.1pp | 55.1%-39.7pp | 69.0%-53.6pp |
| Annual return | 8.65% | 9.56%-0.9pp | -21.93%+30.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $392 | $480-18.3% | $1,206-67.5% | $1,963-80.0% |
| Participant deferral / active EE | $844 | $963-12.4% | $1,897-55.5% | $3,054-72.4% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |