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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $625 |
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.
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 | $10,205 | $65,118-84.3% | $76,767-86.7% | $55,725-81.7% |
| Participation rate | 12.4% | 79.6%-67.2pp | 77.0%-64.6pp | 70.9%-58.5pp |
| Annual return | -4.61% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $383 | $3,688-89.6% | $3,852-90.0% | $3,356-88.6% |
| Admin fee / account holder | $9 | $116-91.9% | $6,675-99.9% | $115-91.9% |