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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $430 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,784 | $65,376-63.6% | $87,100-72.7% | $65,185-63.5% |
| Participation rate | 8.9% | 75.3%-66.5pp | 76.9%-68.0pp | 70.2%-61.3pp |
| Annual return | 25.18% | 31.27%-6.1pp | 28.19%-3.0pp | 29.38%-4.2pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $524 | $3,388-84.5% | $4,049-87.0% | $3,514-85.1% |
| Admin fee / account holder | $19 | $520-96.4% | $7,497-99.8% | $847-97.8% |