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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,155 |
Filed as: VOYA FINANCIAL PARTNERS, INC. Service code 15 · EIN 41-0945505 | Recordkeeping | $9,308 |
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.
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 | $38,537 | $55,453-30.5% | $170,435-77.4% | $62,293-38.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 15.18% | 21.38%-6.2pp | 205.94%-190.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $214 | $2,164-90.1% | $5,432-96.1% | $2,042-89.5% |
| Participant deferral / active EE | $1,800 | $2,303-21.8% | $4,939-63.6% | $3,169-43.2% |
| Admin fee / account holder | $294 | $455-35.4% | $13,881-97.9% | $479-38.7% |