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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,206 |
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 | $3,759 | $28,416-86.8% | $73,550-94.9% | $69,631-94.6% |
| Participation rate | 33.3% | 38.3%-5.0pp | 54.9%-21.6pp | 70.7%-37.4pp |
| Annual return | 27.78% | -694.13%+721.9pp | -15.16%+42.9pp | 27571.02%-27543.2pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $615 | $897-31.5% | $1,804-65.9% | $3,224-80.9% |
| Admin fee / account holder | $35 | $104-66.4% | $2,320-98.5% | $110-68.2% |