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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $24,553 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,255 |
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 | $49,314 | $71,192-30.7% | $117,861-58.2% | $62,293-20.8% |
| Participation rate | 33.5% | 74.2%-40.7pp | 79.7%-46.2pp | 69.5%-36.0pp |
| Annual return | 16.40% | 18.66%-2.3pp | 335.11%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $865 | $1,934-55.3% | $3,786-77.2% | $2,042-57.7% |
| Participant deferral / active EE | $1,620 | $3,189-49.2% | $4,482-63.9% | $3,169-48.9% |
| Admin fee / account holder | $28 | $587-95.3% | $8,021-99.7% | $479-94.3% |