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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
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.
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 | $15,375 | $25,723-40.2% | $69,182-77.8% | $55,167-72.1% |
| Participation rate | 12.0% | 39.4%-27.4pp | 55.1%-43.1pp | 69.0%-57.0pp |
| Annual return | 7.19% | 9.56%-2.4pp | -21.93%+29.1pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $179 | $963-81.4% | $1,897-90.5% | $3,054-94.1% |
| Admin fee / account holder | $35 | $365-90.5% | $2,697-98.7% | $504-93.1% |