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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER2 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.
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 | $18,636 | $89,652-79.2% | $141,197-86.8% | $65,186-71.4% |
| Participation rate | 20.4% | 74.7%-54.3pp | 82.5%-62.1pp | 70.2%-49.8pp |
| Annual return | 26.00% | 32.79%-6.8pp | 71.41%-45.4pp | 29.39%-3.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,812 | $5,691-50.6% | $6,710-58.1% | $3,514-20.0% |
| Admin fee / account holder | $9 | $569-98.5% | $10,265-99.9% | $847-99.0% |