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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $405 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,743 | $64,909-43.4% | $82,312-55.4% | $62,293-41.0% |
| Participation rate | 16.2% | 74.9%-58.6pp | 76.9%-60.7pp | 69.5%-53.3pp |
| Annual return | 7.71% | 21.18%-13.5pp | 25.88%-18.2pp | 28.90%-21.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $776 | $3,103-75.0% | $3,706-79.1% | $3,169-75.5% |
| Admin fee / account holder | $16 | $440-96.3% | $5,608-99.7% | $479-96.6% |