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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
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.
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 | $38,444 | $66,302-42.0% | $110,241-65.1% | $56,287-31.7% |
| Participation rate | 46.3% | 74.9%-28.6pp | 79.8%-33.6pp | 69.9%-23.6pp |
| Annual return | -5.22% | -1.18%-4.0pp | 314.75%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $977 | $2,047-52.3% | $3,827-74.5% | $2,111-53.7% |
| Participant deferral / active EE | $1,729 | $3,381-48.9% | $4,672-63.0% | $3,350-48.4% |
| Admin fee / account holder | $5 | $698-99.3% | $8,548-99.9% | $521-99.1% |