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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
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.
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 | $24,170 | $36,916-34.5% | $156,551-84.6% | $57,658-58.1% |
| Participation rate | 17.9% | 63.4%-45.6pp | 84.0%-66.1pp | 70.2%-52.4pp |
| Annual return | 16.27% | 12.38%+3.9pp | 32.23%-16.0pp | 5.13%+11.1pp |
| Employer contribution / active EE | $90 | $1,571-94.3% | $5,501-98.4% | $1,974-95.4% |
| Participant deferral / active EE | $768 | $1,926-60.1% | $4,871-84.2% | $3,061-74.9% |
| Admin fee / account holder | $5 | $82-93.5% | $13,028-100.0% | $95-94.4% |