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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $330 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,587 | $58,493-92.2% | $84,021-94.5% | $72,975-93.7% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.4pp | 69.5%-2.8pp |
| Annual return | 20.40% | 28.93%-8.5pp | 71.32%-50.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $600 | $1,163-48.4% | $1,984-69.8% | $2,440-75.4% |
| Participant deferral / active EE | $862 | $2,394-64.0% | $3,239-73.4% | $3,608-76.1% |
| Admin fee / account holder | $20 | $4,569-99.6% | $6,102-99.7% | $5,124-99.6% |