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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
ADP BROKER-DEALER2+ 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 | $12,411 | $46,297-73.2% | $71,671-82.7% | $62,293-80.1% |
| Participation rate | 16.5% | 60.6%-44.1pp | 68.7%-52.2pp | 69.5%-53.0pp |
| Annual return | 53.59% | 22.32%+31.3pp | 20.65%+32.9pp | 28.90%+24.7pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $699 | $2,235-68.7% | $3,438-79.7% | $3,169-77.9% |
| Admin fee / account holder | $14 | $461-97.0% | $5,558-99.8% | $479-97.2% |