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| Provider | Service type | Compensation |
|---|---|---|
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.
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 | $13,480 | $43,730-69.2% | $121,208-88.9% | $64,181-79.0% |
| Participation rate | 66.3% | 58.3%+7.9pp | 71.8%-5.5pp | 69.6%-3.3pp |
| Annual return | 8.53% | 68.94%-60.4pp | 16.93%-8.4pp | 7.63%+0.9pp |
| Employer contribution / active EE | $845 | $1,297-34.8% | $4,023-79.0% | $2,381-64.5% |
| Participant deferral / active EE | $1,023 | $2,281-55.1% | $3,345-69.4% | $3,470-70.5% |
| Admin fee / account holder | $50 | $3,502-98.6% | $5,020-99.0% | $4,887-99.0% |