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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,396 |
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.
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 | $12,505 | $40,479-69.1% | $78,210-84.0% | $62,293-79.9% |
| Participation rate | 20.8% | 54.6%-33.8pp | 68.7%-47.9pp | 69.5%-48.7pp |
| Annual return | 26.95% | 66.31%-39.4pp | 40.90%-14.0pp | 28.90%-2.0pp |
| Employer contribution / active EE | $328 | $1,024-67.9% | $2,034-83.9% | $2,042-83.9% |
| Participant deferral / active EE | $976 | $1,718-43.2% | $2,823-65.4% | $3,169-69.2% |
| Admin fee / account holder | $0 | $376-100.0% | $3,758-100.0% | $479-100.0% |