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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $320 |
ADP BROKER-DEALER4+ 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 | $4,754 | $62,928-92.4% | $172,753-97.2% | $67,582-93.0% |
| Participation rate | 2.0% | 64.5%-62.4pp | 82.6%-80.6pp | 71.3%-69.2pp |
| Annual return | 57.65% | 30.36%+27.3pp | 803.00%-745.3pp | 378.57%-320.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $45 | $2,145-97.9% | $5,198-99.1% | $3,539-98.7% |
| Admin fee / account holder | $19 | $167-88.7% | $13,956-99.9% | $142-86.8% |