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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 125 GAITHER DRIVE · MOUNT LAUREL, NJ 08054 | 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.
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 | $24,969 | $43,133-42.1% | $89,435-72.1% | $73,497-66.0% |
| Participation rate | 8.4% | 55.0%-46.6pp | 68.0%-59.6pp | 70.7%-62.3pp |
| Annual return | 18.84% | 135.66%-116.8pp | 245.55%-226.7pp | 28.51%-9.7pp |
| Employer contribution / active EE | $245 | $1,438-82.9% | $2,587-90.5% | $2,270-89.2% |
| Participant deferral / active EE | $448 | $2,445-81.7% | $3,890-88.5% | $3,740-88.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,884-100.0% | $513-100.0% |