Filed February 2, 2024 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,102 |
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.
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 | $9,363 | $42,810-78.1% | $169,452-94.5% | $55,725-83.2% |
| Participation rate | 26.4% | 64.7%-38.4pp | 77.8%-51.4pp | 70.9%-44.5pp |
| Annual return | -4.68% | -3.61%-1.1pp | 1.83%-6.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $516 | $1,402-63.2% | $4,157-87.6% | $2,078-75.2% |
| Participant deferral / active EE | $839 | $3,141-73.3% | $5,277-84.1% | $3,356-75.0% |
| Admin fee / account holder | $27 | $106-74.7% | $9,110-99.7% | $115-76.6% |