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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,455 |
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.
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).
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 | $15,863 | $71,192-77.7% | $117,860-86.5% | $62,293-74.5% |
| Participation rate | 66.5% | 74.2%-7.8pp | 79.7%-13.2pp | 69.5%-3.1pp |
| Annual return | 28.95% | 18.66%+10.3pp | 335.10%-306.1pp | 28.90%+0.1pp |
| Employer contribution / active EE | $1,858 | $1,934-3.9% | $3,786-50.9% | $2,042-9.0% |
| Participant deferral / active EE | $3,007 | $3,189-5.7% | $4,482-32.9% | $3,169-5.1% |
| Admin fee / account holder | $12 | $587-97.9% | $8,021-99.8% | $479-97.4% |