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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,506 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER1+ 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 | $17,727 | $45,566-61.1% | $64,105-72.3% | $59,633-70.3% |
| Participation rate | 56.9% | 60.2%-3.2pp | 68.2%-11.2pp | 68.7%-11.7pp |
| Annual return | -2.73% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $864 | $934-7.5% | $1,820-52.5% | $2,203-60.8% |
| Participant deferral / active EE | $1,302 | $2,057-36.7% | $2,822-53.9% | $3,192-59.2% |
| Admin fee / account holder | $13 | $3,268-99.6% | $4,499-99.7% | $4,297-99.7% |