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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,358 |
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.
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 | $3,868 | $58,895-93.4% | $178,503-97.8% | $73,497-94.7% |
| Participation rate | 12.9% | 66.2%-53.3pp | 81.9%-69.0pp | 70.7%-57.8pp |
| Annual return | 102.73% | 24.86%+77.9pp | 151.12%-48.4pp | 28.51%+74.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $424 | $2,567-83.5% | $5,202-91.9% | $3,740-88.7% |
| Admin fee / account holder | $16 | $400-96.0% | $13,987-99.9% | $513-96.9% |