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| Provider | Service type | Compensation |
|---|---|---|
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 | $52,424 | $63,314-17.2% | $91,004-42.4% | $62,293-15.8% |
| Participation rate | 12.5% | 73.3%-60.8pp | 75.6%-63.1pp | 69.5%-57.0pp |
| Annual return | 17.68% | 21.00%-3.3pp | 4.60%+13.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $407 | $1,807-77.5% | $2,456-83.4% | $2,042-80.1% |
| Participant deferral / active EE | $989 | $2,944-66.4% | $3,548-72.1% | $3,169-68.8% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |