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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,711 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $752 | $35,986-97.9% | $77,552-99.0% | $73,497-99.0% |
| Participation rate | 81.8% | 40.8%+40.9pp | 54.2%+27.6pp | 70.7%+11.1pp |
| Annual return | 19.40% | 19.26%+0.1pp | 54.82%-35.4pp | 28.51%-9.1pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $663 | $1,198-44.6% | $1,861-64.4% | $3,740-82.3% |
| Admin fee / account holder | $3 | $466-99.3% | $2,859-99.9% | $513-99.3% |