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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,800 |
ADP BROKER-DEALER2+ 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.
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 | $29,616 | $63,905-53.7% | $74,184-60.1% | $57,658-48.6% |
| Participation rate | 39.0% | 79.8%-40.8pp | 76.6%-37.7pp | 70.2%-31.3pp |
| Annual return | 7.71% | 60.60%-52.9pp | 17.74%-10.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $701 | $1,840-61.9% | $2,370-70.4% | $1,974-64.5% |
| Participant deferral / active EE | $1,045 | $3,448-69.7% | $3,550-70.6% | $3,061-65.9% |
| Admin fee / account holder | $85 | $91-6.3% | $5,586-98.5% | $95-9.7% |