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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $29,590 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,099 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,772 | $71,802-64.1% | $133,975-80.8% | $57,658-55.3% |
| Participation rate | 45.0% | 85.5%-40.5pp | 87.1%-42.1pp | 70.2%-25.2pp |
| Annual return | 12.29% | 13.51%-1.2pp | 29.29%-17.0pp | 5.13%+7.2pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,409 | $4,606-47.7% | $6,282-61.6% | $3,061-21.3% |
| Admin fee / account holder | $11 | $88-88.0% | $9,324-99.9% | $95-88.8% |