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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $16,344 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $780 |
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.
Participant 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 | $33,560 | $59,535-43.6% | $90,161-62.8% | $62,293-46.1% |
| Participation rate | 31.3% | 73.0%-41.7pp | 76.9%-45.6pp | 69.5%-38.2pp |
| Annual return | 17.14% | 23.53%-6.4pp | 34.89%-17.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,413 | $4,639-69.5% | $5,287-73.3% | $3,169-55.4% |
| Admin fee / account holder | $11 | $337-96.8% | $5,943-99.8% | $479-97.7% |