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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $614 |
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.
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 | $11,444 | $53,774-78.7% | $134,162-91.5% | $79,852-85.7% |
| Participation rate | 37.1% | 58.8%-21.7pp | 72.2%-35.1pp | 69.6%-32.6pp |
| Annual return | 18.43% | 19.01%-0.6pp | 36.35%-17.9pp | 31.72%-13.3pp |
| Employer contribution / active EE | $422 | $1,322-68.1% | $3,705-88.6% | $2,471-82.9% |
| Participant deferral / active EE | $1,321 | $2,420-45.4% | $3,500-62.2% | $3,740-64.7% |
| Admin fee / account holder | $10 | $3,985-99.7% | $6,685-99.8% | $5,306-99.8% |