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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
ADP BROKER-DEALER1+ 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.
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 | $11,955 | $50,898-76.5% | $171,082-93.0% | $55,167-78.3% |
| Participation rate | 35.3% | 63.3%-28.0pp | 76.7%-41.4pp | 69.0%-33.7pp |
| Annual return | 0.00% | 15.34%-15.3pp | 32.56%-32.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $902 | $1,433-37.0% | $4,002-77.5% | $1,963-54.0% |
| Participant deferral / active EE | $1,590 | $2,994-46.9% | $4,797-66.9% | $3,054-47.9% |
| Admin fee / account holder | $17 | $500-96.7% | $8,520-99.8% | $504-96.7% |