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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,105 |
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.
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 | $23,501 | $91,559-74.3% | $133,978-82.5% | $79,856-70.6% |
| Participation rate | 53.8% | 73.3%-19.6pp | 79.8%-26.1pp | 69.6%-15.9pp |
| Annual return | 20.36% | 61.85%-41.5pp | 45.10%-24.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $726 | $2,384-69.5% | $3,919-81.5% | $2,471-70.6% |
| Participant deferral / active EE | $2,611 | $3,734-30.1% | $5,047-48.3% | $3,741-30.2% |
| Admin fee / account holder | $13 | $6,321-99.8% | $8,930-99.9% | $5,306-99.8% |