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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,560 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,853 | $61,473-77.5% | $81,726-83.0% | $73,412-81.1% |
| Participation rate | 45.6% | 72.4%-26.8pp | 72.0%-26.4pp | 72.2%-26.5pp |
| Annual return | 21.27% | 28.26%-7.0pp | 29.49%-8.2pp | 59.30%-38.0pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,311-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,122 | $3,080-63.6% | $7,108-84.2% | $3,806-70.5% |
| Admin fee / account holder | $20 | $125-84.3% | $5,160-99.6% | $158-87.5% |