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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $250 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,212 | $63,924-49.6% | $108,582-70.3% | $55,167-41.6% |
| Participation rate | 32.2% | 74.3%-42.1pp | 79.6%-47.3pp | 69.0%-36.8pp |
| Annual return | 7.65% | 15.31%-7.7pp | -51.70%+59.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $564 | $1,879-70.0% | $3,758-85.0% | $1,963-71.3% |
| Participant deferral / active EE | $884 | $3,067-71.2% | $4,311-79.5% | $3,054-71.1% |
| Admin fee / account holder | $3 | $618-99.5% | $7,645-100.0% | $504-99.3% |