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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $15,605 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,765 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,469 | $55,453-79.3% | $170,439-93.3% | $62,293-81.6% |
| Participation rate | 53.0% | 66.4%-13.4pp | 83.6%-30.6pp | 69.5%-16.5pp |
| Annual return | 14.32% | 21.38%-7.1pp | 205.94%-191.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $879 | $2,164-59.4% | $5,433-83.8% | $2,042-57.0% |
| Participant deferral / active EE | $1,237 | $2,303-46.3% | $4,939-74.9% | $3,169-61.0% |
| Admin fee / account holder | $24 | $455-94.8% | $13,881-99.8% | $479-95.0% |