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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,600 |
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.
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).
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 | $7,334 | $31,424-76.7% | $81,473-91.0% | $69,631-89.5% |
| Participation rate | 5.9% | 50.8%-44.9pp | 68.0%-62.1pp | 70.7%-64.8pp |
| Annual return | 20.50% | 22.44%-1.9pp | 38.78%-18.3pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $189 | $1,838-89.7% | $3,537-94.7% | $3,224-94.1% |
| Admin fee / account holder | $20 | $103-81.0% | $4,561-99.6% | $110-82.3% |