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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $31,256 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,510 |
ADP BROKER-DEALER4+ 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 | $56,555 | $79,523-28.9% | $140,019-59.6% | $56,287+0.5% |
| Participation rate | 42.3% | 85.7%-43.4pp | 87.5%-45.2pp | 69.9%-27.6pp |
| Annual return | 12.61% | 2.39%+10.2pp | 651.15%-638.5pp | -9.96%+22.6pp |
| Employer contribution / active EE | $405 | $3,350-87.9% | $5,605-92.8% | $2,111-80.8% |
| Participant deferral / active EE | $3,459 | $5,129-32.6% | $6,927-50.1% | $3,350+3.3% |
| Admin fee / account holder | $16 | $614-97.4% | $10,705-99.9% | $521-97.0% |