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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,540 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,304 | $64,909-84.1% | $82,312-87.5% | $62,293-83.5% |
| Participation rate | 56.0% | 74.9%-18.9pp | 76.9%-20.9pp | 69.5%-13.5pp |
| Annual return | 25.15% | 21.18%+4.0pp | 25.88%-0.7pp | 28.90%-3.7pp |
| Employer contribution / active EE | $987 | $1,676-41.1% | $2,428-59.3% | $2,042-51.6% |
| Participant deferral / active EE | $1,155 | $3,103-62.8% | $3,706-68.8% | $3,169-63.5% |
| Admin fee / account holder | $12 | $440-97.4% | $5,608-99.8% | $479-97.6% |