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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,842 |
ADP BROKER-DEALER3+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,996 | $51,466-30.1% | $78,778-54.3% | $62,293-42.2% |
| Participation rate | 37.7% | 59.8%-22.1pp | 69.2%-31.5pp | 69.5%-31.8pp |
| Annual return | 13.35% | 19.96%-6.6pp | 35.62%-22.3pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $935 | $2,147-56.5% | $2,958-68.4% | $3,169-70.5% |
| Admin fee / account holder | $101 | $489-79.4% | $5,134-98.0% | $479-79.0% |