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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,416 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,996 |
ADP BROKER-DEALER3 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.
Employer 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 | $38,758 | $54,573-29.0% | $90,970-57.4% | $73,493-47.3% |
| Participation rate | 31.2% | 61.2%-30.0pp | 69.0%-37.8pp | 70.7%-39.5pp |
| Annual return | 13.08% | 16.69%-3.6pp | 134.58%-121.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $151 | $991-84.8% | $2,122-92.9% | $2,270-93.4% |
| Participant deferral / active EE | $1,528 | $2,517-39.3% | $3,373-54.7% | $3,740-59.1% |
| Admin fee / account holder | $228 | $521-56.3% | $5,960-96.2% | $513-55.6% |