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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
ADP BROKER-DEALER1+ 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 | $22,721 | $50,464-55.0% | $75,784-70.0% | $52,331-56.6% |
| Participation rate | 37.1% | 66.8%-29.7pp | 75.8%-38.7pp | 68.1%-31.0pp |
| Annual return | -1.78% | 1.03%-2.8pp | 9.68%-11.5pp | 4.54%-6.3pp |
| Employer contribution / active EE | $591 | $1,988-70.3% | $3,323-82.2% | $1,882-68.6% |
| Participant deferral / active EE | $1,084 | $2,570-57.8% | $3,652-70.3% | $3,022-64.1% |
| Admin fee / account holder | $16 | $1,103-98.5% | $5,300-99.7% | $592-97.3% |