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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $150 |
ADP BROKER-DEALER1 year 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,726 | $89,739-85.8% | $149,721-91.5% | $62,293-79.6% |
| Participation rate | 16.0% | 85.1%-69.1pp | 87.1%-71.1pp | 69.5%-53.5pp |
| Annual return | 28.97% | 21.01%+8.0pp | 1501.67%-1472.7pp | 28.90%+0.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,622 | $4,797-66.2% | $6,568-75.3% | $3,169-48.8% |
| Admin fee / account holder | $5 | $551-99.1% | $11,282-100.0% | $479-98.9% |