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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,035 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $25,075 | $73,638-65.9% | $95,960-73.9% | $73,493-65.9% |
| Participation rate | 61.5% | 76.2%-14.6pp | 77.1%-15.5pp | 70.7%-9.1pp |
| Annual return | 17.14% | 16.78%+0.4pp | 91.63%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $991 | $1,863-46.8% | $2,541-61.0% | $2,270-56.4% |
| Participant deferral / active EE | $3,007 | $3,617-16.9% | $4,167-27.8% | $3,740-19.6% |
| Admin fee / account holder | $100 | $482-79.3% | $6,797-98.5% | $513-80.6% |