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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,800 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 40 E ALAMAR AVE · SANTA BARBARA, CA 93105 | 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).
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 | $14,301 | $63,299-77.4% | $91,001-84.3% | $62,292-77.0% |
| Participation rate | 62.5% | 73.3%-10.8pp | 75.6%-13.1pp | 69.5%-7.0pp |
| Annual return | 32.64% | 20.99%+11.7pp | 4.60%+28.0pp | 28.90%+3.7pp |
| Employer contribution / active EE | $583 | $1,807-67.8% | $2,456-76.3% | $2,042-71.5% |
| Participant deferral / active EE | $1,738 | $2,943-41.0% | $3,547-51.0% | $3,169-45.2% |
| Admin fee / account holder | $9 | $468-98.0% | $5,417-99.8% | $479-98.1% |