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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,315 |
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 | $15,462 | $155,795-90.1% | $136,294-88.7% | $69,631-77.8% |
| Participation rate | 6.4% | 75.2%-68.8pp | 81.9%-75.5pp | 70.7%-64.3pp |
| Annual return | 19.56% | 232464.33%-232444.8pp | 5155.94%-5136.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $749 | $5,394-86.1% | $6,247-88.0% | $3,224-76.8% |
| Admin fee / account holder | $53 | $128-58.3% | $9,243-99.4% | $110-51.6% |