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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $5,896 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $730 |
ADP BROKER-DEALER2 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.
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 | $18,923 | $36,767-48.5% | $81,473-76.8% | $62,293-69.6% |
| Participation rate | 9.0% | 54.4%-45.4pp | 68.0%-58.9pp | 69.5%-60.5pp |
| Annual return | 22.02% | 173.80%-151.8pp | 38.78%-16.8pp | 28.90%-6.9pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $601 | $2,111-71.5% | $3,537-83.0% | $3,169-81.0% |
| Admin fee / account holder | $28 | $797-96.5% | $4,561-99.4% | $479-94.1% |