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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $105 |
ADP BROKER-DEALER5+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,517 | $65,365-70.1% | $92,893-79.0% | $72,985-73.3% |
| Participation rate | 38.9% | 68.3%-29.4pp | 76.0%-37.1pp | 69.5%-30.6pp |
| Annual return | 19.81% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $682 | $3,128-78.2% | $4,236-83.9% | $3,607-81.1% |
| Admin fee / account holder | $2 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |