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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,100 |
ADP BROKER-DEALER1+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,045 | $70,002-77.1% | $115,038-86.1% | $52,331-69.3% |
| Participation rate | 67.9% | 72.1%-4.2pp | 81.4%-13.5pp | 68.1%-0.2pp |
| Annual return | -2.15% | 4.04%-6.2pp | 26.14%-28.3pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,542 | $2,715-43.2% | $4,608-66.5% | $1,882-18.1% |
| Participant deferral / active EE | $2,747 | $4,920-44.2% | $6,026-54.4% | $3,022-9.1% |
| Admin fee / account holder | $6 | $566-98.9% | $8,175-99.9% | $592-98.9% |