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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER1 year 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 | $18,208 | $75,388-75.8% | $123,553-85.3% | $55,725-67.3% |
| Participation rate | 15.2% | 75.7%-60.5pp | 82.3%-67.1pp | 70.9%-55.7pp |
| Annual return | 116.49% | 4.48%+112.0pp | 119.21%-2.7pp | 244.93%-128.4pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,030 | $5,651-64.1% | $6,426-68.4% | $3,356-39.5% |
| Admin fee / account holder | $17 | $120-86.1% | $9,284-99.8% | $115-85.5% |