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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $15,786 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,133 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,378 | $60,165-67.8% | $74,184-73.9% | $55,167-64.9% |
| Participation rate | 53.8% | 74.2%-20.3pp | 76.6%-22.8pp | 69.0%-15.1pp |
| Annual return | 6.11% | 10.00%-3.9pp | 17.74%-11.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $733 | $2,973-75.3% | $3,550-79.3% | $3,054-76.0% |
| Admin fee / account holder | $19 | $419-95.5% | $5,586-99.7% | $504-96.2% |