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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,275 |
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.
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 | $19,226 | $53,925-64.3% | $75,501-74.5% | $69,631-72.4% |
| Participation rate | 25.0% | 71.2%-46.2pp | 72.4%-47.4pp | 70.7%-45.7pp |
| Annual return | 14.27% | 17.84%-3.6pp | 27.35%-13.1pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $519 | $1,802-71.2% | $2,352-78.0% | $2,032-74.5% |
| Participant deferral / active EE | $987 | $2,569-61.6% | $3,142-68.6% | $3,224-69.4% |
| Admin fee / account holder | $17 | $97-82.5% | $5,801-99.7% | $110-84.6% |