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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,890 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,271 |
ADP BROKER-DEALER6+ 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 | $29,426 | $73,638-60.0% | $95,964-69.3% | $73,497-60.0% |
| Participation rate | 66.0% | 76.2%-10.2pp | 77.1%-11.1pp | 70.7%-4.7pp |
| Annual return | 15.04% | 16.78%-1.7pp | 91.64%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $815 | $1,863-56.3% | $2,541-67.9% | $2,270-64.1% |
| Participant deferral / active EE | $1,495 | $3,617-58.7% | $4,167-64.1% | $3,740-60.0% |
| Admin fee / account holder | $107 | $482-77.8% | $6,797-98.4% | $513-79.1% |