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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,793 |
ADP BROKER-DEALER4+ 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.
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 | $7,881 | $42,810-81.6% | $169,452-95.3% | $55,725-85.9% |
| Participation rate | 21.2% | 64.7%-43.5pp | 77.8%-56.5pp | 70.9%-49.6pp |
| Annual return | -6.57% | -3.61%-3.0pp | 1.83%-8.4pp | 244.93%-251.5pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,157-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $727 | $3,141-76.9% | $5,277-86.2% | $3,356-78.3% |
| Admin fee / account holder | $34 | $106-68.0% | $9,110-99.6% | $115-70.4% |