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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 717 FIFTH AVENUE · NEW YORK, NY 10022 | Indirect Investment Fees | $23,361 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Recordkeeping | $1,500 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Other Services | $0 |
ADP BROKER-DEALER2+ years Filed as: ADP BROKER-DEALER 22-3319984 Service code 99 | Other Fees | $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 | $12,494 | $56,640-77.9% | $78,002-84.0% | $55,167-77.4% |
| Participation rate | 63.3% | 73.3%-10.0pp | 75.5%-12.2pp | 69.0%-5.7pp |
| Annual return | 6.31% | 2868.48%-2862.2pp | 425.99%-419.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $494 | $1,724-71.3% | $2,470-80.0% | $1,963-74.8% |
| Participant deferral / active EE | $1,437 | $2,778-48.3% | $3,497-58.9% | $3,054-52.9% |
| Admin fee / account holder | $5 | $467-99.0% | $5,481-99.9% | $504-99.0% |