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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $40,558 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,846 |
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.
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 | $11,913 | $33,826-64.8% | $88,538-86.5% | $67,579-82.4% |
| Participation rate | 59.1% | 64.6%-5.4pp | 68.7%-9.6pp | 71.3%-12.1pp |
| Annual return | 19.72% | 68.24%-48.5pp | 43.64%-23.9pp | 378.56%-358.8pp |
| Employer contribution / active EE | $445 | $1,232-63.9% | $2,098-78.8% | $2,148-79.3% |
| Participant deferral / active EE | $1,070 | $2,089-48.8% | $2,914-63.3% | $3,539-69.8% |
| Admin fee / account holder | $124 | $134-7.5% | $4,310-97.1% | $142-13.1% |