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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $526 |
ADP BROKER-DEALER2+ 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.
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 | $22,077 | $25,723-14.2% | $69,182-68.1% | $55,167-60.0% |
| Participation rate | 12.9% | 39.4%-26.5pp | 55.1%-42.2pp | 69.0%-56.1pp |
| Annual return | 8.45% | 9.56%-1.1pp | -21.93%+30.4pp | 169.23%-160.8pp |
| Employer contribution / active EE | $50 | $480-89.6% | $1,206-95.9% | $1,963-97.5% |
| Participant deferral / active EE | $356 | $963-63.0% | $1,897-81.2% | $3,054-88.3% |
| Admin fee / account holder | $105 | $365-71.3% | $2,697-96.1% | $504-79.2% |