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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,890 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $15,022 | $44,734-66.4% | $99,475-84.9% | $67,579-77.8% |
| Participation rate | 17.6% | 66.2%-48.6pp | 73.8%-56.3pp | 71.3%-53.7pp |
| Annual return | 25.68% | 32.45%-6.8pp | 30.72%-5.0pp | 378.56%-352.9pp |
| Employer contribution / active EE | $301 | $1,261-76.1% | $2,540-88.1% | $2,148-86.0% |
| Participant deferral / active EE | $452 | $2,731-83.5% | $3,619-87.5% | $3,539-87.2% |
| Admin fee / account holder | $9 | $120-92.6% | $6,252-99.9% | $142-93.8% |