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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,098 |
ADP BROKER-DEALER3+ 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.
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 | $20,723 | $43,717-52.6% | $81,473-74.6% | $77,958-73.4% |
| Participation rate | 5.7% | 42.5%-36.8pp | 68.0%-62.2pp | 71.6%-65.9pp |
| Annual return | 18.31% | 23.83%-5.5pp | 38.78%-20.5pp | 20.87%-2.6pp |
| Employer contribution / active EE | $0 | $919-100.0% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $205 | $1,783-88.5% | $3,537-94.2% | $3,537-94.2% |
| Admin fee / account holder | $63 | $108-41.7% | $4,561-98.6% | $97-35.4% |