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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,181 |
ADP BROKER-DEALER3 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.
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 | $14,755 | $99,957-85.2% | $149,715-90.1% | $73,493-79.9% |
| Participation rate | 23.4% | 75.7%-52.3pp | 82.5%-59.0pp | 70.7%-47.2pp |
| Annual return | 20.39% | 53.87%-33.5pp | 276.66%-256.3pp | 28.51%-8.1pp |
| Employer contribution / active EE | $930 | $3,191-70.8% | $4,645-80.0% | $2,270-59.0% |
| Participant deferral / active EE | $1,878 | $6,073-69.1% | $6,842-72.5% | $3,740-49.8% |
| Admin fee / account holder | $15 | $551-97.2% | $9,310-99.8% | $513-97.0% |