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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,045 |
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.
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 | $4,748 | $47,456-90.0% | $172,753-97.3% | $77,775-93.9% |
| Participation rate | 52.8% | 66.3%-13.4pp | 82.6%-29.8pp | 73.2%-20.4pp |
| Annual return | 0.00% | 35.57%-35.6pp | 803.00%-803.0pp | 32.58%-32.6pp |
| Employer contribution / active EE | $356 | $1,574-77.4% | $5,144-93.1% | $2,504-85.8% |
| Participant deferral / active EE | $1,318 | $2,560-48.5% | $5,198-74.6% | $3,966-66.8% |
| Admin fee / account holder | $12 | $81-85.5% | $13,956-99.9% | $100-88.3% |