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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $253 |
ADP BROKER-DEALER1 year 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.
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 | $15,162 | $32,425-53.2% | $74,577-79.7% | $55,167-72.5% |
| Participation rate | 7.0% | 54.0%-47.0pp | 68.1%-61.1pp | 69.0%-62.0pp |
| Annual return | 5.54% | 10.63%-5.1pp | 20.47%-14.9pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $364 | $1,995-81.7% | $3,458-89.5% | $3,054-88.1% |
| Admin fee / account holder | $12 | $748-98.5% | $4,138-99.7% | $504-97.7% |