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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $470 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 915 8TH STREET · BOONE, IA 50036 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $8,492 | $55,453-84.7% | $170,439-95.0% | $62,293-86.4% |
| Participation rate | 58.3% | 66.4%-8.0pp | 83.6%-25.3pp | 69.5%-11.2pp |
| Annual return | 18.25% | 21.38%-3.1pp | 205.94%-187.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $264 | $2,164-87.8% | $5,433-95.1% | $2,042-87.1% |
| Participant deferral / active EE | $746 | $2,303-67.6% | $4,939-84.9% | $3,169-76.4% |
| Admin fee / account holder | $5 | $455-98.9% | $13,881-100.0% | $479-98.9% |