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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER4 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 | $11,961 | $53,901-77.8% | $134,155-91.1% | $73,493-83.7% |
| Participation rate | 27.0% | 62.8%-35.9pp | 72.2%-45.2pp | 70.7%-43.7pp |
| Annual return | 45.72% | 15.82%+29.9pp | 36.34%+9.4pp | 28.51%+17.2pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,281 | $2,739-53.2% | $3,500-63.4% | $3,740-65.7% |
| Admin fee / account holder | $43 | $581-92.5% | $6,685-99.4% | $513-91.5% |