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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,992 | $89,739-52.1% | $149,721-71.3% | $62,293-31.0% |
| Participation rate | 41.8% | 85.1%-43.3pp | 87.1%-45.2pp | 69.5%-27.7pp |
| Annual return | 11.19% | 21.01%-9.8pp | 1501.67%-1490.5pp | 28.90%-17.7pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,895 | $4,797-60.5% | $6,568-71.2% | $3,169-40.2% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |