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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $36,295 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,825 |
ADP BROKER-DEALER2+ 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 | $23,362 | $74,024-68.4% | $78,002-70.0% | $57,658-59.5% |
| Participation rate | 43.7% | 79.7%-36.1pp | 75.5%-31.9pp | 70.2%-26.6pp |
| Annual return | 12.28% | 12.14%+0.1pp | 425.99%-413.7pp | 5.13%+7.1pp |
| Employer contribution / active EE | $776 | $2,365-67.2% | $2,470-68.6% | $1,974-60.7% |
| Participant deferral / active EE | $1,310 | $3,533-62.9% | $3,497-62.5% | $3,061-57.2% |
| Admin fee / account holder | $20 | $93-78.3% | $5,481-99.6% | $95-78.6% |