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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $825 |
ADP BROKER-DEALER3+ 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 | $18,202 | $69,305-73.7% | $82,312-77.9% | $69,631-73.9% |
| Participation rate | 4.7% | 80.3%-75.6pp | 76.9%-72.2pp | 70.7%-66.0pp |
| Annual return | 18.74% | 21.47%-2.7pp | 25.88%-7.1pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $146 | $3,568-95.9% | $3,706-96.1% | $3,224-95.5% |
| Admin fee / account holder | $27 | $97-72.6% | $5,608-99.5% | $110-75.9% |