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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,776 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $525 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,029 | $63,314-66.8% | $91,004-76.9% | $62,293-66.2% |
| Participation rate | 43.0% | 73.3%-30.3pp | 75.6%-32.6pp | 69.5%-26.5pp |
| Annual return | 20.24% | 21.00%-0.8pp | 4.60%+15.6pp | 28.90%-8.7pp |
| Employer contribution / active EE | $554 | $1,807-69.4% | $2,456-77.5% | $2,042-72.9% |
| Participant deferral / active EE | $1,364 | $2,944-53.7% | $3,548-61.5% | $3,169-57.0% |
| Admin fee / account holder | $7 | $468-98.5% | $5,417-99.9% | $479-98.5% |