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| Provider | Service type | Compensation |
|---|---|---|
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.
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 | $1,396 | $46,173-97.0% | $170,435-99.2% | $69,631-98.0% |
| Participation rate | 9.0% | 63.9%-54.9pp | 83.6%-74.6pp | 70.7%-61.7pp |
| Annual return | 204.67% | 21.62%+183.1pp | 205.94%-1.3pp | 27571.02%-27366.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $135 | $2,080-93.5% | $4,939-97.3% | $3,224-95.8% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |