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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year 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.
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 | $61,978 | $69,362-10.6% | $101,248-38.8% | $73,488-15.7% |
| Participation rate | 15.0% | 68.4%-53.4pp | 75.8%-60.8pp | 70.7%-55.7pp |
| Annual return | 29.10% | 18.46%+10.6pp | 46.47%-17.4pp | 28.51%+0.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $406 | $3,300-87.7% | $4,370-90.7% | $3,740-89.1% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |