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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER1+ 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.
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 | $28,997 | $80,753-64.1% | $136,297-78.7% | $62,293-53.5% |
| Participation rate | 27.3% | 73.5%-46.2pp | 81.9%-54.6pp | 69.5%-42.2pp |
| Annual return | 52.51% | 35.83%+16.7pp | 5156.19%-5103.7pp | 28.90%+23.6pp |
| Employer contribution / active EE | $689 | $2,884-76.1% | $4,696-85.3% | $2,042-66.3% |
| Participant deferral / active EE | $1,421 | $5,164-72.5% | $6,247-77.3% | $3,169-55.2% |
| Admin fee / account holder | $10 | $525-98.1% | $9,244-99.9% | $479-97.9% |