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| Provider | Service type | Compensation |
|---|---|---|
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.
Annual investment return 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).
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 | $17,237 | $73,102-76.4% | $123,552-86.0% | $56,287-69.4% |
| Participation rate | 13.4% | 74.3%-60.9pp | 82.3%-68.9pp | 69.9%-56.5pp |
| Annual return | -16.25% | 3.01%-19.3pp | 119.20%-135.5pp | -9.96%-6.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,507 | $5,423-35.3% | $6,426-45.4% | $3,350+4.7% |
| Admin fee / account holder | $0 | $554-100.0% | $9,285-100.0% | $521-100.0% |