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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $535 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 205 S PARK AVE STE 500 · WINTER PARK, FL 32789 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,314 | $50,637-65.8% | $86,590-80.0% | $62,292-72.2% |
| Participation rate | 16.3% | 67.9%-51.5pp | 73.5%-57.2pp | 69.5%-53.2pp |
| Annual return | 20.98% | 20.80%+0.2pp | 964.84%-943.9pp | 28.90%-7.9pp |
| Employer contribution / active EE | $381 | $2,075-81.7% | $2,839-86.6% | $2,042-81.4% |
| Participant deferral / active EE | $616 | $2,611-76.4% | $3,609-82.9% | $3,169-80.6% |
| Admin fee / account holder | $23 | $413-94.4% | $4,906-99.5% | $479-95.1% |