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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,036 |
ADP BROKER-DEALER3 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.
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 | $11,387 | $62,928-81.9% | $172,753-93.4% | $67,582-83.2% |
| Participation rate | 41.6% | 64.5%-22.9pp | 82.6%-41.1pp | 71.3%-29.7pp |
| Annual return | 25.16% | 30.36%-5.2pp | 803.00%-777.8pp | 378.57%-353.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,088 | $2,145-49.3% | $5,198-79.1% | $3,539-69.3% |
| Admin fee / account holder | $11 | $167-93.5% | $13,956-99.9% | $142-92.4% |