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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,200 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $19,826 | $59,191-66.5% | $76,767-74.2% | $56,289-64.8% |
| Participation rate | 27.8% | 75.2%-47.4pp | 77.0%-49.1pp | 69.9%-42.0pp |
| Annual return | -6.99% | 6.62%-13.6pp | 2.43%-9.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $543 | $1,759-69.2% | $2,485-78.2% | $2,111-74.3% |
| Participant deferral / active EE | $1,601 | $3,255-50.8% | $3,852-58.4% | $3,350-52.2% |
| Admin fee / account holder | $79 | $489-83.9% | $6,675-98.8% | $521-84.9% |