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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $525 |
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.
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 | $1,714 | $25,723-93.3% | $69,182-97.5% | $55,167-96.9% |
| Participation rate | 41.4% | 39.4%+2.0pp | 55.1%-13.7pp | 69.0%-27.5pp |
| Annual return | 10.13% | 9.56%+0.6pp | -21.93%+32.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $134 | $480-72.2% | $1,206-88.9% | $1,963-93.2% |
| Participant deferral / active EE | $565 | $963-41.4% | $1,897-70.2% | $3,054-81.5% |
| Admin fee / account holder | $2 | $365-99.5% | $2,697-99.9% | $504-99.6% |