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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,699 |
ADP BROKER-DEALER2+ 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,092 | $80,753-91.2% | $136,294-94.8% | $62,292-88.6% |
| Participation rate | 20.5% | 73.5%-53.0pp | 81.9%-61.4pp | 69.5%-49.0pp |
| Annual return | 19.13% | 35.83%-16.7pp | 5155.94%-5136.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,229 | $5,164-76.2% | $6,247-80.3% | $3,169-61.2% |
| Admin fee / account holder | $78 | $525-85.1% | $9,243-99.2% | $479-83.7% |