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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $24,056 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,825 |
ADP BROKER-DEALER1+ 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.
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 | $17,283 | $88,324-80.4% | $115,038-85.0% | $55,191-68.7% |
| Participation rate | 48.7% | 72.5%-23.8pp | 81.4%-32.6pp | 69.2%-20.4pp |
| Annual return | 2.59% | 6.30%-3.7pp | 26.14%-23.5pp | 10.78%-8.2pp |
| Employer contribution / active EE | $798 | $2,805-71.5% | $4,608-82.7% | $1,899-58.0% |
| Participant deferral / active EE | $2,372 | $5,042-53.0% | $6,026-60.6% | $3,046-22.1% |
| Admin fee / account holder | $20 | $105-80.8% | $8,175-99.8% | $91-77.7% |