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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
ADP BROKER-DEALER2+ 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.
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 | $23,489 | $25,723-8.7% | $69,182-66.0% | $55,167-57.4% |
| Participation rate | 20.5% | 39.4%-18.9pp | 55.1%-34.6pp | 69.0%-48.5pp |
| Annual return | 6.70% | 9.56%-2.9pp | -21.93%+28.6pp | 169.23%-162.5pp |
| Employer contribution / active EE | $266 | $480-44.6% | $1,206-77.9% | $1,963-86.4% |
| Participant deferral / active EE | $290 | $963-69.9% | $1,897-84.7% | $3,054-90.5% |
| Admin fee / account holder | $12 | $365-96.8% | $2,697-99.6% | $504-97.7% |