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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,578 |
ADP BROKER-DEALER4+ 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 | $3,569 | $39,898-91.1% | $121,220-97.1% | $55,725-93.6% |
| Participation rate | 61.8% | 61.2%+0.6pp | 71.8%-9.9pp | 70.9%-9.0pp |
| Annual return | -2.64% | -0.96%-1.7pp | 16.94%-19.6pp | 244.93%-247.6pp |
| Employer contribution / active EE | $204 | $1,295-84.2% | $4,023-94.9% | $2,078-90.2% |
| Participant deferral / active EE | $823 | $2,439-66.2% | $3,345-75.4% | $3,356-75.5% |
| Admin fee / account holder | $7 | $95-92.4% | $5,021-99.9% | $115-93.7% |