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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,665 |
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.
Annual investment return 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 | $5,994 | $51,223-88.3% | $82,763-92.8% | $66,949-91.0% |
| Participation rate | 24.1% | 67.9%-43.8pp | 72.6%-48.5pp | 69.8%-45.7pp |
| Annual return | -18.58% | -9.85%-8.7pp | 702.45%-721.0pp | 1.57%-20.1pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,707 | $3,460-21.8% | $4,395-38.4% | $4,239-36.1% |
| Admin fee / account holder | $34 | $415-91.9% | $5,325-99.4% | $594-94.3% |