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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $825 |
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.
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 | $10,963 | $55,449-80.2% | $83,850-86.9% | $56,287-80.5% |
| Participation rate | 28.3% | 68.0%-39.7pp | 76.1%-47.8pp | 69.9%-41.5pp |
| Annual return | 28.91% | -1.38%+30.3pp | 850.92%-822.0pp | -9.96%+38.9pp |
| Employer contribution / active EE | $594 | $2,430-75.5% | $3,631-83.6% | $2,111-71.8% |
| Participant deferral / active EE | $1,028 | $2,935-65.0% | $4,082-74.8% | $3,350-69.3% |
| Admin fee / account holder | $57 | $656-91.3% | $5,478-99.0% | $521-89.1% |