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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,049 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,860 |
ADP BROKER-DEALER4+ 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).
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 | $6,688 | $37,196-82.0% | $154,114-95.7% | $55,725-88.0% |
| Participation rate | 28.3% | 64.1%-35.8pp | 83.0%-54.7pp | 70.9%-42.6pp |
| Annual return | -3.89% | 1319.68%-1323.6pp | 735.16%-739.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $112 | $1,614-93.1% | $5,298-97.9% | $2,078-94.6% |
| Participant deferral / active EE | $961 | $2,068-53.5% | $5,081-81.1% | $3,356-71.4% |
| Admin fee / account holder | $11 | $102-89.1% | $13,411-99.9% | $115-90.4% |