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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $16,956 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,727 |
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.
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 | $11,577 | $50,385-77.0% | $75,501-84.7% | $62,293-81.4% |
| Participation rate | 67.7% | 67.7%0pp | 72.4%-4.7pp | 69.5%-1.8pp |
| Annual return | 18.66% | 19.90%-1.2pp | 27.35%-8.7pp | 28.90%-10.2pp |
| Employer contribution / active EE | $496 | $1,537-67.7% | $2,352-78.9% | $2,042-75.7% |
| Participant deferral / active EE | $1,470 | $2,445-39.9% | $3,142-53.2% | $3,169-53.6% |
| Admin fee / account holder | $22 | $384-94.2% | $5,801-99.6% | $479-95.3% |