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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,270 |
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 | $7,924 | $45,382-82.5% | $154,111-94.9% | $75,289-89.5% |
| Participation rate | 16.4% | 65.9%-49.5pp | 83.0%-66.7pp | 72.4%-56.1pp |
| Annual return | 0.00% | -0.47%+0.5pp | 735.18%-735.2pp | -0.04%0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $174 | $2,384-92.7% | $5,081-96.6% | $3,739-95.3% |
| Admin fee / account holder | $20 | $89-77.1% | $13,411-99.8% | $102-80.0% |