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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $22,844 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,868 |
ADP BROKER-DEALER2 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 | $15,823 | $80,753-80.4% | $136,298-88.4% | $62,293-74.6% |
| Participation rate | 64.7% | 73.5%-8.8pp | 81.9%-17.2pp | 69.5%-4.8pp |
| Annual return | 27.46% | 35.83%-8.4pp | 5156.27%-5128.8pp | 28.90%-1.4pp |
| Employer contribution / active EE | $30 | $2,884-99.0% | $4,696-99.4% | $2,042-98.5% |
| Participant deferral / active EE | $3,220 | $5,164-37.7% | $6,247-48.5% | $3,169+1.6% |
| Admin fee / account holder | $23 | $525-95.6% | $9,244-99.8% | $479-95.2% |