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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $605 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 18586 MAIN STREET · HUNTINGTON BEACH, CA 92648 | 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).
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 | $10,491 | $48,053-78.2% | $84,628-87.6% | $72,975-85.6% |
| Participation rate | 30.9% | 57.6%-26.6pp | 68.2%-37.3pp | 69.5%-38.6pp |
| Annual return | 21.80% | 37.39%-15.6pp | 258.80%-237.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,096 | $2,681-59.1% | $3,900-71.9% | $3,608-69.6% |
| Admin fee / account holder | $15 | $3,395-99.6% | $4,914-99.7% | $5,124-99.7% |