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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $382 |
ADP BROKER-DEALER1+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,525 | $47,448-94.7% | $94,993-97.3% | $62,293-95.9% |
| Participation rate | 35.2% | 66.5%-31.3pp | 73.9%-38.7pp | 69.5%-34.3pp |
| Annual return | 108.44% | 22.64%+85.8pp | 27.14%+81.3pp | 28.90%+79.5pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $985 | $2,375-58.5% | $3,317-70.3% | $3,169-68.9% |
| Admin fee / account holder | $4 | $434-99.0% | $4,960-99.9% | $479-99.1% |