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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $14,422 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,950 |
ADP BROKER-DEALER3+ 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.
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 | $7,126 | $46,173-84.6% | $170,439-95.8% | $69,631-89.8% |
| Participation rate | 23.2% | 63.9%-40.7pp | 83.6%-60.4pp | 70.7%-47.5pp |
| Annual return | 39.64% | 21.62%+18.0pp | 205.94%-166.3pp | 27571.02%-27531.4pp |
| Employer contribution / active EE | $104 | $1,610-93.6% | $5,433-98.1% | $2,032-94.9% |
| Participant deferral / active EE | $852 | $2,080-59.1% | $4,939-82.8% | $3,224-73.6% |
| Admin fee / account holder | $10 | $116-91.8% | $13,881-99.9% | $110-91.4% |