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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,515 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,694 |
ADP BROKER-DEALER6+ 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.
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 | $20,406 | $99,957-79.6% | $149,730-86.4% | $73,493-72.2% |
| Participation rate | 60.8% | 75.7%-14.9pp | 82.5%-21.7pp | 70.7%-9.9pp |
| Annual return | 13.16% | 53.87%-40.7pp | 276.70%-263.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,977 | $6,073-18.0% | $6,843-27.3% | $3,740+33.1% |
| Admin fee / account holder | $96 | $551-82.5% | $9,310-99.0% | $513-81.2% |