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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $32,064 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,920 |
ADP BROKER-DEALER2 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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,086 | $58,655-74.3% | $91,989-83.6% | $65,185-76.9% |
| Participation rate | 66.1% | 75.3%-9.2pp | 78.6%-12.5pp | 70.2%-4.1pp |
| Annual return | 21.55% | 33.92%-12.4pp | 69.02%-47.5pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,765 | $2,080+32.9% | $3,452-19.9% | $2,177+27.1% |
| Participant deferral / active EE | $659 | $5,474-88.0% | $5,923-88.9% | $3,514-81.2% |
| Admin fee / account holder | $265 | $434-39.0% | $7,743-96.6% | $847-68.7% |