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| Provider | Service type | Compensation |
|---|---|---|
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.
Annual investment return 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 | $10,123 | $38,969-74.0% | $109,313-90.7% | $55,167-81.7% |
| Participation rate | 58.3% | 58.2%0pp | 71.3%-13.0pp | 69.0%-10.7pp |
| Annual return | -3.41% | 8.26%-11.7pp | 22.07%-25.5pp | 169.23%-172.6pp |
| Employer contribution / active EE | $819 | $1,227-33.2% | $3,892-79.0% | $1,963-58.3% |
| Participant deferral / active EE | $915 | $2,176-58.0% | $3,166-71.1% | $3,054-70.1% |
| Admin fee / account holder | $41 | $501-91.9% | $5,666-99.3% | $504-91.9% |