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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,235 |
ADP BROKER-DEALER5+ 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.
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 | $22,294 | $55,790-60.0% | $76,657-70.9% | $67,579-67.0% |
| Participation rate | 27.8% | 71.1%-43.3pp | 72.1%-44.3pp | 71.3%-43.5pp |
| Annual return | 29.14% | 64.45%-35.3pp | 1166.74%-1137.6pp | 378.56%-349.4pp |
| Employer contribution / active EE | $566 | $1,810-68.7% | $2,303-75.4% | $2,148-73.6% |
| Participant deferral / active EE | $990 | $2,875-65.6% | $3,335-70.3% | $3,539-72.0% |
| Admin fee / account holder | $24 | $159-85.2% | $6,423-99.6% | $142-83.5% |