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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,685 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,570 |
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.
Employer 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).
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 | $35,008 | $98,766-64.6% | $149,730-76.6% | $79,852-56.2% |
| Participation rate | 69.0% | 75.8%-6.7pp | 82.5%-13.4pp | 69.6%-0.6pp |
| Annual return | 15.64% | 27.43%-11.8pp | 276.70%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $340 | $3,217-89.4% | $4,645-92.7% | $2,471-86.2% |
| Participant deferral / active EE | $5,842 | $5,681+2.8% | $6,843-14.6% | $3,740+56.2% |
| Admin fee / account holder | $164 | $6,052-97.3% | $9,310-98.2% | $5,306-96.9% |