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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,567 |
ADP BROKER-DEALER2+ 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 | $12,912 | $52,293-75.3% | $178,499-92.8% | $73,412-82.4% |
| Participation rate | 41.0% | 65.3%-24.3pp | 81.9%-40.9pp | 72.2%-31.2pp |
| Annual return | 57.15% | 34.75%+22.4pp | 151.10%-94.0pp | 59.30%-2.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,815 | $2,332+20.7% | $5,202-45.9% | $3,806-26.0% |
| Admin fee / account holder | $14 | $127-88.9% | $13,986-99.9% | $158-91.1% |