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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,707 | $25,723-85.6% | $69,182-94.6% | $55,167-93.3% |
| Participation rate | 15.5% | 39.4%-23.9pp | 55.1%-39.6pp | 69.0%-53.5pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $215 | $480-55.3% | $1,206-82.2% | $1,963-89.0% |
| Participant deferral / active EE | $307 | $963-68.1% | $1,897-83.8% | $3,054-90.0% |
| Admin fee / account holder | $2 | $365-99.6% | $2,697-99.9% | $504-99.7% |