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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,550 |
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.
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 | $1,903 | $62,928-97.0% | $172,753-98.9% | $67,582-97.2% |
| Participation rate | 12.8% | 64.5%-51.7pp | 82.6%-69.9pp | 71.3%-58.5pp |
| Annual return | 20.94% | 30.36%-9.4pp | 803.00%-782.1pp | 378.57%-357.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $278 | $2,145-87.1% | $5,198-94.7% | $3,539-92.2% |
| Admin fee / account holder | $18 | $167-89.2% | $13,956-99.9% | $142-87.3% |