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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $25,735 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,585 |
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.
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 | $52,948 | $89,739-41.0% | $149,721-64.6% | $62,293-15.0% |
| Participation rate | 36.6% | 85.1%-48.5pp | 87.1%-50.5pp | 69.5%-32.9pp |
| Annual return | 35.18% | 21.01%+14.2pp | 1501.67%-1466.5pp | 28.90%+6.3pp |
| Employer contribution / active EE | $321 | $3,233-90.1% | $5,444-94.1% | $2,042-84.3% |
| Participant deferral / active EE | $2,839 | $4,797-40.8% | $6,568-56.8% | $3,169-10.4% |
| Admin fee / account holder | $20 | $551-96.5% | $11,282-99.8% | $479-95.9% |