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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ 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 | $309 | $43,075-99.3% | $74,577-99.6% | $62,881-99.5% |
| Participation rate | 59.8% | 58.1%+1.7pp | 68.1%-8.3pp | 69.3%-9.5pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $200 | $2,389-91.6% | $3,458-94.2% | $3,203-93.8% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |