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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $910 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1130 S FLOWER ST · LOS ANGELES, CA 90015 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,423 | $59,839-87.6% | $81,991-90.9% | $79,852-90.7% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.3%-29.3pp | 69.6%-29.6pp |
| Annual return | -1.07% | 17.56%-18.6pp | 41.31%-42.4pp | 31.72%-32.8pp |
| Employer contribution / active EE | $564 | $1,713-67.1% | $2,498-77.4% | $2,471-77.2% |
| Participant deferral / active EE | $1,324 | $2,695-50.9% | $3,722-64.4% | $3,740-64.6% |
| Admin fee / account holder | $19 | $4,287-99.6% | $5,665-99.7% | $5,306-99.6% |