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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $345 |
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.
Participant contribution per participant 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).
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 | $9,675 | $52,967-81.7% | $172,753-94.4% | $65,186-85.2% |
| Participation rate | 20.3% | 66.2%-45.9pp | 82.6%-62.3pp | 70.2%-49.9pp |
| Annual return | 16.84% | 30.12%-13.3pp | 803.00%-786.2pp | 29.39%-12.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $266 | $2,471-89.2% | $5,198-94.9% | $3,514-92.4% |
| Admin fee / account holder | $82 | $472-82.7% | $13,956-99.4% | $847-90.4% |