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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,710 |
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 | $15,558 | $65,376-76.2% | $87,102-82.1% | $65,185-76.1% |
| Participation rate | 67.7% | 75.3%-7.6pp | 76.9%-9.1pp | 70.2%-2.5pp |
| Annual return | 25.73% | 31.27%-5.5pp | 28.19%-2.5pp | 29.38%-3.7pp |
| Employer contribution / active EE | $1,214 | $1,822-33.4% | $2,521-51.8% | $2,177-44.2% |
| Participant deferral / active EE | $1,634 | $3,388-51.8% | $4,048-59.6% | $3,514-53.5% |
| Admin fee / account holder | $62 | $520-88.1% | $7,491-99.2% | $847-92.7% |