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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $908 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER- DEALER Service code 99 | Other Fees | $0 |
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.
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 | $18,056 | $81,208-77.8% | $98,920-81.7% | $79,856-77.4% |
| Participation rate | 66.3% | 72.5%-6.3pp | 76.0%-9.8pp | 69.6%-3.4pp |
| Annual return | 22.98% | 60.99%-38.0pp | 196.47%-173.5pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,201 | $1,960-38.7% | $2,689-55.4% | $2,471-51.4% |
| Participant deferral / active EE | $2,246 | $3,265-31.2% | $4,245-47.1% | $3,741-40.0% |
| Admin fee / account holder | $49 | $6,013-99.2% | $6,643-99.3% | $5,306-99.1% |