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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $724 |
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.
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 | $1,538 | $36,916-95.8% | $156,551-99.0% | $57,658-97.3% |
| Participation rate | 21.9% | 63.4%-41.5pp | 84.0%-62.1pp | 70.2%-48.3pp |
| Annual return | 509.17% | 12.38%+496.8pp | 32.23%+476.9pp | 5.13%+504.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $182 | $1,926-90.5% | $4,871-96.3% | $3,061-94.0% |
| Admin fee / account holder | $10 | $82-88.5% | $13,028-99.9% | $95-89.9% |