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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $25,312 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,300 |
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.
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 | $26,510 | $66,319-60.0% | $93,621-71.7% | $65,185-59.3% |
| Participation rate | 66.8% | 74.0%-7.2pp | 75.8%-9.0pp | 70.2%-3.4pp |
| Annual return | 21.13% | 42.59%-21.5pp | 32.76%-11.6pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,521 | $2,013-24.5% | $2,719-44.1% | $2,177-30.1% |
| Participant deferral / active EE | $3,037 | $3,343-9.1% | $4,070-25.4% | $3,514-13.6% |
| Admin fee / account holder | $150 | $6,900-97.8% | $7,890-98.1% | $847-82.3% |