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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,810 |
ADP BROKER-DEALER1+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,389 | $52,961-48.3% | $172,755-84.1% | $65,185-58.0% |
| Participation rate | 24.7% | 66.2%-41.5pp | 82.6%-58.0pp | 70.2%-45.5pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.94%-802.9pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $232 | $2,471-90.6% | $5,198-95.5% | $3,514-93.4% |
| Admin fee / account holder | $56 | $472-88.2% | $13,955-99.6% | $847-93.4% |