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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $12,479 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
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.
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 | $22,140 | $50,898-56.5% | $171,082-87.1% | $55,167-59.9% |
| Participation rate | 28.5% | 63.3%-34.8pp | 76.7%-48.2pp | 69.0%-40.5pp |
| Annual return | 15.81% | 15.34%+0.5pp | 32.56%-16.7pp | 169.23%-153.4pp |
| Employer contribution / active EE | $571 | $1,433-60.1% | $4,002-85.7% | $1,963-70.9% |
| Participant deferral / active EE | $1,048 | $2,994-65.0% | $4,797-78.1% | $3,054-65.7% |
| Admin fee / account holder | $13 | $500-97.5% | $8,520-99.9% | $504-97.5% |