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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $172 |
ADP BROKER-DEALER1+ 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 | $4,966 | $28,109-82.3% | $71,086-93.0% | $56,287-91.2% |
| Participation rate | 34.6% | 40.4%-5.8pp | 54.7%-20.0pp | 69.9%-35.2pp |
| Annual return | 0.00% | -615.05%+615.1pp | 650.59%-650.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $131 | $558-76.5% | $1,088-88.0% | $2,111-93.8% |
| Participant deferral / active EE | $1,631 | $1,116+46.2% | $1,874-13.0% | $3,350-51.3% |
| Admin fee / account holder | $28 | $585-95.2% | $3,082-99.1% | $521-94.7% |