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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $680 |
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.
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 | $6,343 | $86,341-92.7% | $125,192-94.9% | $65,185-90.3% |
| Participation rate | 33.9% | 75.3%-41.4pp | 79.8%-45.9pp | 70.2%-36.3pp |
| Annual return | 0.00% | 27.44%-27.4pp | 43.79%-43.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $823 | $2,040-59.7% | $3,866-78.7% | $2,177-62.2% |
| Participant deferral / active EE | $1,404 | $3,538-60.3% | $4,937-71.6% | $3,514-60.1% |
| Admin fee / account holder | $52 | $609-91.5% | $9,704-99.5% | $847-93.9% |