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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $7,124 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER1+ 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.
Annual investment return 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 | $18,623 | $33,914-45.1% | $63,412-70.6% | $52,331-64.4% |
| Participation rate | 22.7% | 59.6%-36.8pp | 67.1%-44.4pp | 68.1%-45.4pp |
| Annual return | -8.25% | 3.22%-11.5pp | 4.04%-12.3pp | 4.54%-12.8pp |
| Employer contribution / active EE | $530 | $1,121-52.7% | $1,814-70.8% | $1,882-71.8% |
| Participant deferral / active EE | $820 | $1,733-52.7% | $2,496-67.1% | $3,022-72.9% |
| Admin fee / account holder | $28 | $353-92.2% | $3,753-99.3% | $592-95.3% |