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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $750 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,998 | $30,599-77.1% | $74,583-90.6% | $57,658-87.9% |
| Participation rate | 4.4% | 49.1%-44.7pp | 68.1%-63.7pp | 70.2%-65.8pp |
| Annual return | 14.34% | 14.24%+0.1pp | 20.47%-6.1pp | 5.13%+9.2pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $200 | $1,805-88.9% | $3,458-94.2% | $3,061-93.5% |
| Admin fee / account holder | $9 | $98-90.6% | $4,138-99.8% | $95-90.2% |