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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $380 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,295 | $55,453-77.8% | $170,442-92.8% | $62,292-80.3% |
| Participation rate | 14.6% | 66.4%-51.7pp | 83.6%-68.9pp | 69.5%-54.9pp |
| Annual return | 16.13% | 21.38%-5.2pp | 205.93%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $330 | $2,303-85.7% | $4,939-93.3% | $3,169-89.6% |
| Admin fee / account holder | $12 | $455-97.4% | $13,880-99.9% | $479-97.5% |