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| Provider | Service type | Compensation |
|---|---|---|
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.
Participant 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 | $38,690 | $89,652-56.8% | $141,191-72.6% | $65,185-40.6% |
| Participation rate | 11.4% | 74.7%-63.3pp | 82.5%-71.1pp | 70.2%-58.8pp |
| Annual return | 81.61% | 32.79%+48.8pp | 71.41%+10.2pp | 29.38%+52.2pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $924 | $5,691-83.8% | $6,710-86.2% | $3,514-73.7% |
| Admin fee / account holder | $0 | $569-100.0% | $10,264-100.0% | $847-100.0% |