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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $30,910 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,725 |
ADP BROKER-DEALER1+ 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.
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 | $22,166 | $57,096-61.2% | $94,224-76.5% | $55,191-59.8% |
| Participation rate | 56.2% | 75.7%-19.4pp | 78.8%-22.5pp | 69.2%-12.9pp |
| Annual return | 5.83% | 159.65%-153.8pp | 10.68%-4.9pp | 10.78%-5.0pp |
| Employer contribution / active EE | $839 | $1,708-50.9% | $3,587-76.6% | $1,899-55.8% |
| Participant deferral / active EE | $2,306 | $3,165-27.1% | $4,320-46.6% | $3,046-24.3% |
| Admin fee / account holder | $21 | $89-76.6% | $6,269-99.7% | $91-77.0% |