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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $12,932 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,065 |
ADP BROKER-DEALER3+ 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.
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 | $36,068 | $155,795-76.8% | $136,298-73.5% | $69,631-48.2% |
| Participation rate | 12.7% | 75.2%-62.6pp | 81.9%-69.2pp | 70.7%-58.0pp |
| Annual return | 18.33% | 232464.33%-232446.0pp | 5156.27%-5137.9pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,351 | $5,394-74.9% | $6,247-78.4% | $3,224-58.1% |
| Admin fee / account holder | $17 | $128-86.8% | $9,244-99.8% | $110-84.7% |