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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-2096181 | Recordkeeping | $5,133 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $17,867 | $75,183-76.2% | $123,894-85.6% | $55,167-67.6% |
| Participation rate | 60.6% | 72.8%-12.3pp | 81.4%-20.9pp | 69.0%-8.4pp |
| Annual return | 46.74% | 19.01%+27.7pp | 47.52%-0.8pp | 169.23%-122.5pp |
| Employer contribution / active EE | $235 | $2,823-91.7% | $4,617-94.9% | $1,963-88.1% |
| Participant deferral / active EE | $6,593 | $5,084+29.7% | $5,984+10.2% | $3,054+115.9% |
| Admin fee / account holder | $37 | $663-94.4% | $8,357-99.6% | $504-92.6% |