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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $360 |
ADP BROKER-DEALER1 year 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 | $4,710 | $28,109-83.2% | $71,086-93.4% | $56,287-91.6% |
| Participation rate | 17.4% | 40.4%-23.0pp | 54.7%-37.2pp | 69.9%-52.4pp |
| Annual return | -1.06% | -615.05%+614.0pp | 650.59%-651.7pp | -9.96%+8.9pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $668 | $1,116-40.1% | $1,874-64.4% | $3,350-80.1% |
| Admin fee / account holder | $23 | $585-96.1% | $3,082-99.3% | $521-95.6% |