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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,630 |
ADP BROKER-DEALER5+ 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 | $14,419 | $52,961-72.8% | $172,752-91.7% | $65,185-77.9% |
| Participation rate | 32.7% | 66.2%-33.5pp | 82.6%-50.0pp | 70.2%-37.5pp |
| Annual return | 20.50% | 30.12%-9.6pp | 802.97%-782.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $450 | $2,471-81.8% | $5,198-91.3% | $3,514-87.2% |
| Admin fee / account holder | $43 | $472-90.8% | $13,955-99.7% | $847-94.9% |