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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $22,172 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,245 |
ADP BROKER-DEALER5+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,022 | $66,319-57.7% | $93,621-70.1% | $65,186-57.0% |
| Participation rate | 62.9% | 74.0%-11.1pp | 75.8%-12.9pp | 70.2%-7.3pp |
| Annual return | 17.50% | 42.59%-25.1pp | 32.76%-15.3pp | 29.39%-11.9pp |
| Employer contribution / active EE | $612 | $2,013-69.6% | $2,719-77.5% | $2,177-71.9% |
| Participant deferral / active EE | $2,020 | $3,343-39.6% | $4,070-50.4% | $3,514-42.5% |
| Admin fee / account holder | $8 | $6,900-99.9% | $7,890-99.9% | $847-99.1% |