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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $33,526 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,560 |
ADP BROKER-DEALER5+ 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 | $63,035 | $86,341-27.0% | $125,195-49.7% | $65,186-3.3% |
| Participation rate | 35.3% | 75.3%-40.0pp | 79.8%-44.5pp | 70.2%-34.9pp |
| Annual return | 22.10% | 27.44%-5.3pp | 43.79%-21.7pp | 29.39%-7.3pp |
| Employer contribution / active EE | $931 | $2,040-54.4% | $3,866-75.9% | $2,177-57.2% |
| Participant deferral / active EE | $1,696 | $3,538-52.1% | $4,937-65.6% | $3,514-51.7% |
| Admin fee / account holder | $52 | $609-91.4% | $9,704-99.5% | $847-93.8% |