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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $390 |
ADP BROKER-DEALER3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,793 | $155,795-75.7% | $136,298-72.3% | $69,631-45.7% |
| Participation rate | 8.2% | 75.2%-67.0pp | 81.9%-73.7pp | 70.7%-62.5pp |
| Annual return | 49.74% | 232464.33%-232414.6pp | 5156.27%-5106.5pp | 27571.02%-27521.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $895 | $5,394-83.4% | $6,247-85.7% | $3,224-72.2% |
| Admin fee / account holder | $10 | $128-92.0% | $9,244-99.9% | $110-90.7% |