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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $108 |
ADP BROKER-DEALER3+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
APD BROKER-DEALER3+ 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 | $14,874 | $57,976-74.3% | $63,018-76.4% | $62,293-76.1% |
| Participation rate | 34.0% | 75.9%-41.9pp | 74.8%-40.8pp | 69.5%-35.5pp |
| Annual return | 18.34% | 17.54%+0.8pp | 87.62%-69.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $248 | $2,415-89.7% | $2,761-91.0% | $2,042-87.9% |
| Participant deferral / active EE | $1,324 | $2,956-55.2% | $3,330-60.2% | $3,169-58.2% |
| Admin fee / account holder | $2 | $276-99.3% | $3,601-100.0% | $479-99.6% |