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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $975 |
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.
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 | $14,710 | $75,183-80.4% | $123,894-88.1% | $55,167-73.3% |
| Participation rate | 33.3% | 72.8%-39.5pp | 81.4%-48.1pp | 69.0%-35.7pp |
| Annual return | 18.68% | 19.01%-0.3pp | 47.52%-28.8pp | 169.23%-150.5pp |
| Employer contribution / active EE | $1,065 | $2,823-62.3% | $4,617-76.9% | $1,963-45.7% |
| Participant deferral / active EE | $1,886 | $5,084-62.9% | $5,984-68.5% | $3,054-38.2% |
| Admin fee / account holder | $106 | $663-84.0% | $8,357-98.7% | $504-79.0% |