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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,151 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,225 |
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.
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 | $10,576 | $37,134-71.5% | $100,671-89.5% | $52,331-79.8% |
| Participation rate | 57.1% | 57.7%-0.5pp | 70.7%-13.6pp | 68.1%-11.0pp |
| Annual return | 0.00% | 0.10%-0.1pp | 20.43%-20.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,153 | $1,187-2.9% | $4,012-71.3% | $1,882-38.7% |
| Participant deferral / active EE | $2,110 | $2,163-2.5% | $3,144-32.9% | $3,022-30.2% |
| Admin fee / account holder | $13 | $467-97.2% | $4,850-99.7% | $592-97.8% |