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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,225 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 340 BROADWAY · SARATOGA SPRINGS, NY 12866 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,257 | $56,629-90.7% | $77,999-93.3% | $55,167-90.5% |
| Participation rate | 61.2% | 73.3%-12.1pp | 75.5%-14.3pp | 69.0%-7.8pp |
| Annual return | 9.79% | 2866.98%-2857.2pp | 425.96%-416.2pp | 169.23%-159.4pp |
| Employer contribution / active EE | $695 | $1,723-59.6% | $2,470-71.9% | $1,963-64.6% |
| Participant deferral / active EE | $983 | $2,777-64.6% | $3,497-71.9% | $3,054-67.8% |
| Admin fee / account holder | $37 | $467-92.1% | $5,480-99.3% | $504-92.7% |