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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $180 |
ADP BROKER-DEALER5+ 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 | $27,180 | $25,302+7.4% | $74,723-63.6% | $67,582-59.8% |
| Participation rate | 6.4% | 37.8%-31.4pp | 54.5%-48.0pp | 71.3%-64.9pp |
| Annual return | 65.51% | 10291.17%-10225.7pp | 753.18%-687.7pp | 378.57%-313.1pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $256 | $954-73.2% | $1,962-87.0% | $3,539-92.8% |
| Admin fee / account holder | $9 | $108-91.6% | $3,335-99.7% | $142-93.7% |