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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
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.
Employer 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 | $16,995 | $36,916-54.0% | $156,551-89.1% | $57,658-70.5% |
| Participation rate | 16.8% | 63.4%-46.7pp | 84.0%-67.3pp | 70.2%-53.5pp |
| Annual return | 11.79% | 12.38%-0.6pp | 32.23%-20.4pp | 5.13%+6.7pp |
| Employer contribution / active EE | $132 | $1,571-91.6% | $5,501-97.6% | $1,974-93.3% |
| Participant deferral / active EE | $606 | $1,926-68.5% | $4,871-87.6% | $3,061-80.2% |
| Admin fee / account holder | $3 | $82-96.1% | $13,028-100.0% | $95-96.6% |