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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,084 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $1,125 |
ADP BROKER-DEALER2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $6,154 | $60,165-89.8% | $74,184-91.7% | $55,167-88.8% |
| Participation rate | 50.8% | 74.2%-23.3pp | 76.6%-25.8pp | 69.0%-18.1pp |
| Annual return | 4.70% | 10.00%-5.3pp | 17.74%-13.0pp | 169.23%-164.5pp |
| Employer contribution / active EE | $162 | $1,600-89.9% | $2,370-93.2% | $1,963-91.8% |
| Participant deferral / active EE | $323 | $2,973-89.1% | $3,550-90.9% | $3,054-89.4% |
| Admin fee / account holder | $6 | $419-98.5% | $5,586-99.9% | $504-98.8% |