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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
ADP BROKER-DEALER1+ 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).
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 | $12,200 | $46,360-73.7% | $147,617-91.7% | $52,331-76.7% |
| Participation rate | 15.2% | 64.9%-49.7pp | 84.6%-69.4pp | 68.1%-52.9pp |
| Annual return | 9.36% | 1.62%+7.7pp | 61.98%-52.6pp | 4.54%+4.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $408 | $2,258-81.9% | $4,895-91.7% | $3,022-86.5% |
| Admin fee / account holder | $18 | $766-97.7% | $11,611-99.8% | $592-97.0% |