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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $12,390 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $375 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,624 | $71,192-78.1% | $117,861-86.7% | $62,293-74.9% |
| Participation rate | 55.2% | 74.2%-19.0pp | 79.7%-24.4pp | 69.5%-14.3pp |
| Annual return | 14.52% | 18.66%-4.1pp | 335.11%-320.6pp | 28.90%-14.4pp |
| Employer contribution / active EE | $2,553 | $1,934+32.0% | $3,786-32.6% | $2,042+25.0% |
| Participant deferral / active EE | $1,083 | $3,189-66.0% | $4,482-75.8% | $3,169-65.8% |
| Admin fee / account holder | $5 | $587-99.2% | $8,021-99.9% | $479-99.1% |