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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $27,848 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,527 |
ADP BROKER-DEALER5+ 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.
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 | $17,432 | $89,652-80.6% | $141,177-87.7% | $65,185-73.3% |
| Participation rate | 54.7% | 74.7%-20.0pp | 82.5%-27.8pp | 70.2%-15.5pp |
| Annual return | 25.55% | 32.79%-7.2pp | 71.40%-45.9pp | 29.38%-3.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,076 | $5,691-10.8% | $6,710-24.3% | $3,514+44.5% |
| Admin fee / account holder | $20 | $569-96.6% | $10,263-99.8% | $847-97.7% |