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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,827 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
ADP BROKER-DEALER1+ 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.
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 | $9,841 | $46,745-78.9% | $60,547-83.7% | $52,331-81.2% |
| Participation rate | 45.5% | 58.6%-13.0pp | 68.0%-22.4pp | 68.1%-22.6pp |
| Annual return | -0.95% | 0.61%-1.6pp | 335.64%-336.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $639 | $1,259-49.2% | $2,419-73.6% | $1,882-66.0% |
| Participant deferral / active EE | $1,099 | $2,145-48.8% | $3,328-67.0% | $3,022-63.6% |
| Admin fee / account holder | $5 | $537-99.1% | $4,536-99.9% | $592-99.2% |