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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,347 | $55,453-47.1% | $170,435-82.8% | $62,293-52.9% |
| Participation rate | 16.9% | 66.4%-49.5pp | 83.6%-66.7pp | 69.5%-52.6pp |
| Annual return | 16.35% | 21.38%-5.0pp | 205.94%-189.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $626 | $2,303-72.8% | $4,939-87.3% | $3,169-80.3% |
| Admin fee / account holder | $20 | $455-95.6% | $13,881-99.9% | $479-95.8% |