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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $250 |
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.
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 | $21,101 | $75,183-71.9% | $123,894-83.0% | $55,167-61.8% |
| Participation rate | 27.4% | 72.8%-45.4pp | 81.4%-54.0pp | 69.0%-41.6pp |
| Annual return | 12.93% | 19.01%-6.1pp | 47.52%-34.6pp | 169.23%-156.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,725 | $5,084-46.4% | $5,984-54.5% | $3,054-10.8% |
| Admin fee / account holder | $4 | $663-99.5% | $8,357-100.0% | $504-99.3% |