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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $991 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $38,024 | $75,183-49.4% | $123,894-69.3% | $55,167-31.1% |
| Participation rate | 31.3% | 72.8%-41.5pp | 81.4%-50.1pp | 69.0%-37.6pp |
| Annual return | 9.78% | 19.01%-9.2pp | 47.52%-37.7pp | 169.23%-159.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,955 | $5,084-61.5% | $5,984-67.3% | $3,054-36.0% |
| Admin fee / account holder | $53 | $663-92.1% | $8,357-99.4% | $504-89.6% |