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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,321 |
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.
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).
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 | $9,025 | $47,922-81.2% | $75,886-88.1% | $65,185-86.2% |
| Participation rate | 50.5% | 63.0%-12.4pp | 69.3%-18.7pp | 70.2%-19.7pp |
| Annual return | 36.26% | 24.12%+12.1pp | 30.76%+5.5pp | 29.38%+6.9pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,458 | $2,550-42.8% | $3,603-59.5% | $3,514-58.5% |
| Admin fee / account holder | $15 | $532-97.1% | $5,418-99.7% | $847-98.2% |