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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $25,447 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,200 |
ADP BROKER-DEALER3+ 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 | $48,309 | $54,541-11.4% | $78,778-38.7% | $70,131-31.1% |
| Participation rate | 68.8% | 60.8%+8.0pp | 69.2%-0.4pp | 69.5%-0.7pp |
| Annual return | 13.90% | 21.07%-7.2pp | 35.62%-21.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,571 | $1,089+44.3% | $1,986-20.9% | $2,342-32.9% |
| Participant deferral / active EE | $3,996 | $2,210+80.8% | $2,958+35.1% | $3,332+19.9% |
| Admin fee / account holder | $13 | $3,709-99.7% | $5,134-99.8% | $4,645-99.7% |