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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,475 |
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.
Employer 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 | $26,944 | $46,732-42.3% | $156,551-82.8% | $55,167-51.2% |
| Participation rate | 37.3% | 65.8%-28.5pp | 84.0%-46.7pp | 69.0%-31.7pp |
| Annual return | 6.75% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $116 | $2,105-94.5% | $5,501-97.9% | $1,963-94.1% |
| Participant deferral / active EE | $649 | $2,204-70.6% | $4,871-86.7% | $3,054-78.8% |
| Admin fee / account holder | $14 | $418-96.7% | $13,028-99.9% | $504-97.3% |