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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,150 |
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).
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 | $15,277 | $50,106-69.5% | $69,779-78.1% | $57,658-73.5% |
| Participation rate | 26.6% | 70.9%-44.3pp | 71.8%-45.2pp | 70.2%-43.6pp |
| Annual return | 7.66% | 14.58%-6.9pp | 12.99%-5.3pp | 5.13%+2.5pp |
| Employer contribution / active EE | $545 | $1,739-68.7% | $2,338-76.7% | $1,974-72.4% |
| Participant deferral / active EE | $930 | $2,486-62.6% | $2,931-68.3% | $3,061-69.6% |
| Admin fee / account holder | $20 | $89-77.3% | $4,381-99.5% | $95-78.5% |