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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ 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 | $72,147 | $31,388+129.9% | $73,550-1.9% | $62,293+15.8% |
| Participation rate | 17.0% | 39.9%-22.9pp | 54.9%-37.9pp | 69.5%-52.5pp |
| Annual return | 13.64% | 25.34%-11.7pp | -15.16%+28.8pp | 28.90%-15.3pp |
| Employer contribution / active EE | $396 | $498-20.5% | $1,219-67.5% | $2,042-80.6% |
| Participant deferral / active EE | $822 | $1,028-20.1% | $1,804-54.4% | $3,169-74.1% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |