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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,904 |
ADP BROKER-DEALER2+ 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,068 | $56,110-85.6% | $94,993-91.5% | $70,131-88.5% |
| Participation rate | 64.7% | 65.0%-0.3pp | 73.9%-9.2pp | 69.5%-4.8pp |
| Annual return | 20.01% | 51.02%-31.0pp | 27.12%-7.1pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,029 | $2,391-57.0% | $3,317-69.0% | $3,332-69.1% |
| Admin fee / account holder | $103 | $3,456-97.0% | $4,960-97.9% | $4,645-97.8% |