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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $20,447 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,275 |
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.
Employer 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 | $46,761 | $74,089-36.9% | $133,975-65.1% | $55,167-15.2% |
| Participation rate | 29.8% | 84.3%-54.5pp | 87.1%-57.3pp | 69.0%-39.2pp |
| Annual return | 11.22% | 12.11%-0.9pp | 29.29%-18.1pp | 169.23%-158.0pp |
| Employer contribution / active EE | $322 | $3,064-89.5% | $5,211-93.8% | $1,963-83.6% |
| Participant deferral / active EE | $3,179 | $4,678-32.1% | $6,282-49.4% | $3,054+4.1% |
| Admin fee / account holder | $21 | $458-95.5% | $9,324-99.8% | $504-95.9% |