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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $425 |
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.
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 | $23,814 | $36,767-35.2% | $81,473-70.8% | $62,293-61.8% |
| Participation rate | 6.5% | 54.4%-48.0pp | 68.0%-61.5pp | 69.5%-63.1pp |
| Annual return | 17.61% | 173.80%-156.2pp | 38.78%-21.2pp | 28.90%-11.3pp |
| Employer contribution / active EE | $248 | $1,128-78.0% | $2,568-90.4% | $2,042-87.9% |
| Participant deferral / active EE | $377 | $2,111-82.1% | $3,537-89.3% | $3,169-88.1% |
| Admin fee / account holder | $219 | $797-72.6% | $4,561-95.2% | $479-54.4% |