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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $28,864 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,225 |
ADP BROKER-DEALER1+ 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.
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 | $24,283 | $62,324-61.0% | $68,509-64.6% | $55,191-56.0% |
| Participation rate | 33.3% | 78.9%-45.6pp | 74.7%-41.5pp | 69.2%-35.9pp |
| Annual return | 3.55% | 4.26%-0.7pp | 8.27%-4.7pp | 10.78%-7.2pp |
| Employer contribution / active EE | $586 | $2,223-73.7% | $2,278-74.3% | $1,899-69.2% |
| Participant deferral / active EE | $970 | $3,425-71.7% | $3,382-71.3% | $3,046-68.1% |
| Admin fee / account holder | $13 | $91-85.9% | $5,275-99.8% | $91-85.8% |