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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,705 |
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.
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 | $39,782 | $99,957-60.2% | $149,730-73.4% | $73,493-45.9% |
| Participation rate | 42.5% | 75.7%-33.2pp | 82.5%-40.0pp | 70.7%-28.2pp |
| Annual return | 61.84% | 53.87%+8.0pp | 276.70%-214.9pp | 28.51%+33.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,011 | $6,073-50.4% | $6,843-56.0% | $3,740-19.5% |
| Admin fee / account holder | $53 | $551-90.4% | $9,310-99.4% | $513-89.7% |