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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $13,547 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
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.
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).
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 | $13,906 | $46,745-70.3% | $60,547-77.0% | $52,331-73.4% |
| Participation rate | 37.0% | 58.6%-21.6pp | 68.0%-31.0pp | 68.1%-31.1pp |
| Annual return | -1.63% | 0.61%-2.2pp | 335.64%-337.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $296 | $1,259-76.5% | $2,419-87.8% | $1,882-84.3% |
| Participant deferral / active EE | $564 | $2,145-73.7% | $3,328-83.1% | $3,022-81.3% |
| Admin fee / account holder | $5 | $537-99.1% | $4,536-99.9% | $592-99.2% |