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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,521 |
ADP BROKER-DEALER3+ years 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).
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 | $10,191 | $45,382-77.5% | $154,108-93.4% | $75,289-86.5% |
| Participation rate | 13.1% | 65.9%-52.8pp | 83.0%-69.9pp | 72.4%-59.3pp |
| Annual return | -1.07% | -0.47%-0.6pp | 735.21%-736.3pp | -0.04%-1.0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $398 | $2,384-83.3% | $5,081-92.2% | $3,739-89.4% |
| Admin fee / account holder | $16 | $89-82.1% | $13,411-99.9% | $102-84.4% |