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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,505 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,844 | $52,639-68.0% | $185,117-90.9% | $62,292-73.0% |
| Participation rate | 52.6% | 63.9%-11.3pp | 77.3%-24.7pp | 69.5%-16.9pp |
| Annual return | 23.52% | 19.57%+4.0pp | 40.50%-17.0pp | 28.90%-5.4pp |
| Employer contribution / active EE | $1,567 | $1,483+5.7% | $4,182-62.5% | $2,042-23.3% |
| Participant deferral / active EE | $2,584 | $3,097-16.6% | $5,045-48.8% | $3,169-18.5% |
| Admin fee / account holder | $19 | $374-94.8% | $8,159-99.8% | $479-96.0% |