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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $18,078 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,241 |
ADP BROKER-DEALER7 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,240 | $88,083-67.9% | $164,813-82.9% | $74,495-62.1% |
| Participation rate | 61.5% | 73.0%-11.5pp | 78.6%-17.1pp | 67.2%-5.7pp |
| Annual return | 16.10% | 17.26%-1.2pp | 69.93%-53.8pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $805 | $2,593-69.0% | $4,341-81.5% | $2,623-69.3% |
| Participant deferral / active EE | $1,312 | $4,498-70.8% | $6,031-78.2% | $4,346-69.8% |
| Admin fee / account holder | $79 | $2,234-96.5% | $12,690-99.4% | $1,942-95.9% |