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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $700 |
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.
Employer 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 | $30,628 | $55,453-44.8% | $170,435-82.0% | $62,293-50.8% |
| Participation rate | 32.4% | 66.4%-33.9pp | 83.6%-51.2pp | 69.5%-37.1pp |
| Annual return | 14.03% | 21.38%-7.3pp | 205.94%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $98 | $2,164-95.4% | $5,432-98.2% | $2,042-95.2% |
| Participant deferral / active EE | $730 | $2,303-68.3% | $4,939-85.2% | $3,169-77.0% |
| Admin fee / account holder | $49 | $455-89.3% | $13,881-99.7% | $479-89.9% |