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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $41,407 |
IFS ADVISORY LLC1 year Service code 15 · EIN 20-3117112 | Recordkeeping | $6,151 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $2,778 | $48,261-94.2% | $68,612-96.0% | $55,725-95.0% |
| Participation rate | 60.7% | 71.0%-10.3pp | 72.2%-11.5pp | 70.9%-10.1pp |
| Annual return | 8.58% | -2.61%+11.2pp | -4.63%+13.2pp | 244.93%-236.4pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $656 | $2,712-75.8% | $3,311-80.2% | $3,356-80.5% |
| Admin fee / account holder | $111 | $126-12.1% | $5,131-97.8% | $115-3.8% |