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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $247 |
ADP BROKER-DEALER1+ 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 | $2,569 | $47,977-94.6% | $154,114-98.3% | $56,287-95.4% |
| Participation rate | 13.8% | 66.2%-52.4pp | 83.0%-69.2pp | 69.9%-56.1pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.16%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $294 | $2,392-87.7% | $5,081-94.2% | $3,350-91.2% |
| Admin fee / account holder | $46 | $438-89.6% | $13,411-99.7% | $521-91.2% |