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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $7,899 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,365 |
ADP BROKER-DEALER4+ 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 | $37,602 | $65,378-42.5% | $87,103-56.8% | $65,186-42.3% |
| Participation rate | 49.5% | 75.3%-25.9pp | 76.9%-27.4pp | 70.2%-20.7pp |
| Annual return | 23.12% | 31.28%-8.2pp | 28.19%-5.1pp | 29.39%-6.3pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,244 | $3,389-63.3% | $4,049-69.3% | $3,514-64.6% |
| Admin fee / account holder | $22 | $520-95.8% | $7,491-99.7% | $847-97.4% |