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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,821 |
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.
Annual investment return 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 | $15,129 | $48,576-68.9% | $169,452-91.1% | $56,289-73.1% |
| Participation rate | 40.0% | 65.8%-25.8pp | 77.8%-37.8pp | 69.9%-29.9pp |
| Annual return | -7.76% | -2.51%-5.2pp | 1.83%-9.6pp | -9.96%+2.2pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,868 | $3,275-12.4% | $5,277-45.6% | $3,350-14.4% |
| Admin fee / account holder | $97 | $435-77.7% | $9,110-98.9% | $521-81.4% |