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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,543 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITY SERVICES INC1 year Filed as: EQUITY SERVICES Service code 49 2 NEWTON EXECUTIVE PARK · NEWTON, MA 02462 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,016 | $82,163-67.1% | $125,363-78.4% | $64,814-58.3% |
| Participation rate | 17.1% | 77.9%-60.8pp | 82.4%-65.3pp | 71.5%-54.4pp |
| Annual return | -15.47% | 3.49%-19.0pp | 572.15%-587.6pp | 32.84%-48.3pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,742 | $7,175-75.7% | $7,447-76.6% | $4,310-59.6% |
| Admin fee / account holder | $77 | $163-52.8% | $10,005-99.2% | $188-59.0% |