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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $452 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 49 1122 LAUREL LANE · OBISPO, CA 93401 | Other Services | $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 | $1,212 | $25,723-95.3% | $69,182-98.2% | $55,167-97.8% |
| Participation rate | 64.6% | 39.4%+25.2pp | 55.1%+9.5pp | 69.0%-4.4pp |
| Annual return | 9.96% | 9.56%+0.4pp | -21.93%+31.9pp | 169.23%-159.3pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $692 | $963-28.1% | $1,897-63.5% | $3,054-77.3% |
| Admin fee / account holder | $2 | $365-99.4% | $2,697-99.9% | $504-99.6% |