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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,624 |
ADP BROKER-DEALER4+ 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.
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 | $13,677 | $100,801-86.4% | $149,730-90.9% | $73,412-81.4% |
| Participation rate | 30.2% | 77.7%-47.4pp | 82.5%-52.2pp | 72.2%-41.9pp |
| Annual return | 30.14% | 265.34%-235.2pp | 276.70%-246.6pp | 59.30%-29.2pp |
| Employer contribution / active EE | $713 | $3,312-78.5% | $4,645-84.7% | $2,234-68.1% |
| Participant deferral / active EE | $1,413 | $6,404-77.9% | $6,843-79.3% | $3,806-62.9% |
| Admin fee / account holder | $30 | $181-83.5% | $9,310-99.7% | $158-81.2% |