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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $534 |
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).
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 | $2,734 | $43,423-93.7% | $78,676-96.5% | $55,167-95.0% |
| Participation rate | 63.8% | 68.0%-4.2pp | 73.6%-9.8pp | 69.0%-5.2pp |
| Annual return | 7.68% | 11.53%-3.8pp | 62.19%-54.5pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $824 | $2,509-67.2% | $3,517-76.6% | $3,054-73.0% |
| Admin fee / account holder | $3 | $416-99.2% | $4,510-99.9% | $504-99.3% |