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| Provider | Service type | Compensation |
|---|---|---|
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.
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 | $6,721 | $48,576-86.2% | $169,452-96.0% | $56,289-88.1% |
| Participation rate | 16.9% | 65.8%-48.9pp | 77.8%-60.8pp | 69.9%-52.9pp |
| Annual return | -0.14% | -2.51%+2.4pp | 1.83%-2.0pp | -9.96%+9.8pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $462 | $3,275-85.9% | $5,277-91.3% | $3,350-86.2% |
| Admin fee / account holder | $0 | $435-100.0% | $9,110-100.0% | $521-100.0% |