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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,457 |
ADP BROKER-DEALER3+ 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.
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 | $3,675 | $45,324-91.9% | $122,354-97.0% | $69,631-94.7% |
| Participation rate | 60.5% | 59.9%+0.6pp | 71.6%-11.1pp | 70.7%-10.1pp |
| Annual return | 16.41% | 25.35%-8.9pp | 30.28%-13.9pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $201 | $1,230-83.6% | $4,051-95.0% | $2,032-90.1% |
| Participant deferral / active EE | $822 | $2,367-65.3% | $3,287-75.0% | $3,224-74.5% |
| Admin fee / account holder | $8 | $87-90.9% | $5,479-99.9% | $110-92.9% |