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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,075 |
ADP BROKER-DEALER1 year 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 | $8,611 | $60,165-85.7% | $74,184-88.4% | $55,167-84.4% |
| Participation rate | 40.1% | 74.2%-34.1pp | 76.6%-36.5pp | 69.0%-28.9pp |
| Annual return | 8.91% | 10.00%-1.1pp | 17.74%-8.8pp | 169.23%-160.3pp |
| Employer contribution / active EE | $659 | $1,600-58.8% | $2,370-72.2% | $1,963-66.4% |
| Participant deferral / active EE | $820 | $2,973-72.4% | $3,550-76.9% | $3,054-73.2% |
| Admin fee / account holder | $12 | $419-97.2% | $5,586-99.8% | $504-97.7% |