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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 27-2830751 | Recordkeeping | $7,144 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,245 |
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 | $18,671 | $73,102-74.5% | $123,553-84.9% | $56,289-66.8% |
| Participation rate | 47.8% | 74.3%-26.5pp | 82.3%-34.5pp | 69.9%-22.0pp |
| Annual return | 5.54% | 3.01%+2.5pp | 119.21%-113.7pp | -9.96%+15.5pp |
| Employer contribution / active EE | $791 | $2,977-73.4% | $4,628-82.9% | $2,111-62.5% |
| Participant deferral / active EE | $3,301 | $5,423-39.1% | $6,426-48.6% | $3,350-1.5% |
| Admin fee / account holder | $112 | $554-79.8% | $9,284-98.8% | $521-78.5% |