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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,140 |
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 | $6,396 | $75,183-91.5% | $123,894-94.8% | $55,167-88.4% |
| Participation rate | 36.5% | 72.8%-36.3pp | 81.4%-44.9pp | 69.0%-32.5pp |
| Annual return | 33.53% | 19.01%+14.5pp | 47.52%-14.0pp | 169.23%-135.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $972 | $5,084-80.9% | $5,984-83.8% | $3,054-68.2% |
| Admin fee / account holder | $12 | $663-98.1% | $8,357-99.9% | $504-97.5% |