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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $310 |
ADP BROKER-DEALER3+ 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.
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 | $41,770 | $59,535-29.8% | $90,161-53.7% | $62,293-32.9% |
| Participation rate | 12.4% | 73.0%-60.6pp | 76.9%-64.4pp | 69.5%-57.1pp |
| Annual return | 91.30% | 23.53%+67.8pp | 34.89%+56.4pp | 28.90%+62.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $826 | $4,639-82.2% | $5,287-84.4% | $3,169-73.9% |
| Admin fee / account holder | $5 | $337-98.4% | $5,943-99.9% | $479-98.9% |