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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
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 | $32,750 | $50,106-34.6% | $69,779-53.1% | $57,658-43.2% |
| Participation rate | 23.0% | 70.9%-47.9pp | 71.8%-48.8pp | 70.2%-47.2pp |
| Annual return | 8.16% | 14.58%-6.4pp | 12.99%-4.8pp | 5.13%+3.0pp |
| Employer contribution / active EE | $401 | $1,739-76.9% | $2,338-82.9% | $1,974-79.7% |
| Participant deferral / active EE | $610 | $2,486-75.5% | $2,931-79.2% | $3,061-80.1% |
| Admin fee / account holder | $43 | $89-51.8% | $4,381-99.0% | $95-54.5% |