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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $16,961 |
ADP BROKER-DEALER3+ 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.
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 | $37,897 | $55,002-31.1% | $59,883-36.7% | $56,287-32.7% |
| Participation rate | 41.9% | 75.9%-34.0pp | 74.7%-32.8pp | 69.9%-27.9pp |
| Annual return | 7.83% | 1.13%+6.7pp | 3.46%+4.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,031 | $3,121-67.0% | $3,402-69.7% | $3,350-69.2% |
| Admin fee / account holder | $55 | $236-76.5% | $3,591-98.5% | $521-89.4% |