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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,381 |
ADP BROKER-DEALER2+ 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.
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 | $55,624 | $29,369+89.4% | $77,552-28.3% | $73,412-24.2% |
| Participation rate | 22.2% | 37.9%-15.7pp | 54.2%-32.0pp | 72.2%-50.0pp |
| Annual return | 16.18% | 358.15%-342.0pp | 54.82%-38.6pp | 59.30%-43.1pp |
| Employer contribution / active EE | $0 | $406-100.0% | $987-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,092 | $941+16.0% | $1,861-41.3% | $3,806-71.3% |
| Admin fee / account holder | $14 | $123-88.5% | $2,859-99.5% | $158-91.1% |