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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $6,461 | $75,183-91.4% | $123,894-94.8% | $55,167-88.3% |
| Participation rate | 2.3% | 72.8%-70.6pp | 81.4%-79.2pp | 69.0%-66.7pp |
| Annual return | 32.19% | 19.01%+13.2pp | 47.52%-15.3pp | 169.23%-137.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $205 | $5,084-96.0% | $5,984-96.6% | $3,054-93.3% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |