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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 717 FIFTH AVENUE · NEW YORK, NY 10022 | Indirect Investment Fees | $22,177 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Recordkeeping | $1,760 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Other Services | $0 |
ADP BROKER-DEALER3+ 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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,664 | $63,314-78.4% | $91,004-85.0% | $62,293-78.1% |
| Participation rate | 63.1% | 73.3%-10.2pp | 75.6%-12.5pp | 69.5%-6.4pp |
| Annual return | 9.84% | 21.00%-11.2pp | 4.60%+5.2pp | 28.90%-19.1pp |
| Employer contribution / active EE | $548 | $1,807-69.7% | $2,456-77.7% | $2,042-73.2% |
| Participant deferral / active EE | $1,660 | $2,944-43.6% | $3,548-53.2% | $3,169-47.6% |
| Admin fee / account holder | $6 | $468-98.7% | $5,417-99.9% | $479-98.7% |