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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $965 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $7,188 | $62,928-88.6% | $172,752-95.8% | $67,579-89.4% |
| Participation rate | 35.8% | 64.5%-28.6pp | 82.6%-46.8pp | 71.3%-35.4pp |
| Annual return | 0.00% | 30.36%-30.4pp | 802.97%-803.0pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,623 | $2,145-24.3% | $5,198-68.8% | $3,539-54.1% |
| Admin fee / account holder | $6 | $167-96.5% | $13,955-100.0% | $142-95.9% |