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| Provider | Service type | Compensation |
|---|---|---|
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 | $8,764 | $52,639-83.4% | $185,117-95.3% | $62,293-85.9% |
| Participation rate | 14.4% | 63.9%-49.5pp | 77.3%-62.9pp | 69.5%-55.1pp |
| Annual return | 0.00% | 19.57%-19.6pp | 40.50%-40.5pp | 28.90%-28.9pp |
| Employer contribution / active EE | $423 | $1,483-71.5% | $4,182-89.9% | $2,042-79.3% |
| Participant deferral / active EE | $882 | $3,097-71.5% | $5,045-82.5% | $3,169-72.2% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |