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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $20,739 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,550 |
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.
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 | $45,749 | $63,924-28.4% | $108,582-57.9% | $55,167-17.1% |
| Participation rate | 29.1% | 74.3%-45.2pp | 79.6%-50.5pp | 69.0%-39.9pp |
| Annual return | 6.65% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $719 | $1,879-61.7% | $3,758-80.9% | $1,963-63.4% |
| Participant deferral / active EE | $1,412 | $3,067-54.0% | $4,311-67.2% | $3,054-53.8% |
| Admin fee / account holder | $52 | $618-91.5% | $7,645-99.3% | $504-89.6% |