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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,040 |
ADP BROKER-DEALER6+ 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,877 | $69,362-75.7% | $101,248-83.3% | $73,488-77.0% |
| Participation rate | 21.2% | 68.4%-47.2pp | 75.8%-54.6pp | 70.7%-49.5pp |
| Annual return | 27.35% | 18.46%+8.9pp | 46.47%-19.1pp | 28.51%-1.2pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $737 | $3,300-77.7% | $4,370-83.1% | $3,740-80.3% |
| Admin fee / account holder | $22 | $704-96.9% | $5,945-99.6% | $513-95.8% |