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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,489 |
ADP BROKER-DEALER1 year 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 | $43,028 | $62,132-30.7% | $185,827-76.8% | $73,493-41.5% |
| Participation rate | 48.5% | 67.8%-19.3pp | 78.0%-29.5pp | 70.7%-22.1pp |
| Annual return | 24.56% | 20.44%+4.1pp | 35.96%-11.4pp | 28.51%-4.0pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,834 | $3,711+3.3% | $5,633-31.9% | $3,740+2.5% |
| Admin fee / account holder | $24 | $419-94.3% | $9,502-99.7% | $513-95.3% |