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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $575 |
ADP BROKER-DEALER2+ 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 | $6,732 | $25,723-73.8% | $69,182-90.3% | $55,167-87.8% |
| Participation rate | 14.7% | 39.4%-24.8pp | 55.1%-40.4pp | 69.0%-54.3pp |
| Annual return | 8.85% | 9.56%-0.7pp | -21.93%+30.8pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $546 | $963-43.4% | $1,897-71.2% | $3,054-82.1% |
| Admin fee / account holder | $9 | $365-97.6% | $2,697-99.7% | $504-98.3% |