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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,526 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $13,443 | $26,805-49.8% | $59,496-77.4% | $52,331-74.3% |
| Participation rate | 42.6% | 39.3%+3.3pp | 54.6%-11.9pp | 68.1%-25.5pp |
| Annual return | 0.00% | 2.61%-2.6pp | 182.05%-182.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $674 | $916-26.5% | $1,829-63.2% | $3,022-77.7% |
| Admin fee / account holder | $29 | $305-90.5% | $2,232-98.7% | $592-95.1% |