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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $353 |
ADP BROKER-DEALER2+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
APD BROKER-DEALER2+ years Service code 59 | Shareholder Servicing | $0 |
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 | $11,602 | $52,467-77.9% | $57,196-79.7% | $55,167-79.0% |
| Participation rate | 30.1% | 75.8%-45.7pp | 75.3%-45.2pp | 69.0%-38.8pp |
| Annual return | 10.24% | 7.72%+2.5pp | 14.59%-4.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $249 | $2,477-90.0% | $2,683-90.7% | $1,963-87.3% |
| Participant deferral / active EE | $1,062 | $2,830-62.5% | $3,096-65.7% | $3,054-65.2% |
| Admin fee / account holder | $7 | $269-97.4% | $3,141-99.8% | $504-98.6% |