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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $56,573 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $31,535 |
Service code 15 · EIN 38-2081519 | Recordkeeping | $13,500 |
ADP BROKER-DEALER5+ 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.
Employer 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 | $18,978 | $38,365-50.5% | $84,628-77.6% | $65,185-70.9% |
| Participation rate | 57.6% | 55.7%+1.9pp | 68.2%-10.7pp | 70.2%-12.6pp |
| Annual return | 20.96% | 32.00%-11.0pp | 258.80%-237.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $211 | $1,258-83.3% | $2,653-92.1% | $2,177-90.3% |
| Participant deferral / active EE | $3,198 | $2,278+40.4% | $3,900-18.0% | $3,514-9.0% |
| Admin fee / account holder | $294 | $451-35.0% | $4,914-94.0% | $847-65.4% |