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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,150 |
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.
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 | $28,815 | $31,388-8.2% | $73,550-60.8% | $62,293-53.7% |
| Participation rate | 22.7% | 39.9%-17.1pp | 54.9%-32.2pp | 69.5%-46.8pp |
| Annual return | 21.31% | 25.34%-4.0pp | -15.16%+36.5pp | 28.90%-7.6pp |
| Employer contribution / active EE | $298 | $498-40.2% | $1,219-75.6% | $2,042-85.4% |
| Participant deferral / active EE | $315 | $1,028-69.3% | $1,804-82.5% | $3,169-90.1% |
| Admin fee / account holder | $41 | $299-86.3% | $2,320-98.2% | $479-91.4% |