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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,000 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,169 | $23,385-65.1% | $69,182-88.2% | $57,658-85.8% |
| Participation rate | 31.7% | 37.9%-6.3pp | 55.1%-23.5pp | 70.2%-38.6pp |
| Annual return | 23.02% | -659.34%+682.4pp | -21.93%+45.0pp | 5.13%+17.9pp |
| Employer contribution / active EE | $394 | $422-6.8% | $1,206-67.3% | $1,974-80.0% |
| Participant deferral / active EE | $650 | $843-22.9% | $1,897-65.7% | $3,061-78.8% |
| Admin fee / account holder | $16 | $82-81.0% | $2,697-99.4% | $95-83.5% |