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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $275 |
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.
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 | $14,210 | $42,396-66.5% | $67,313-78.9% | $56,289-74.8% |
| Participation rate | 16.4% | 61.0%-44.6pp | 69.1%-52.7pp | 69.9%-53.4pp |
| Annual return | -0.91% | -36.63%+35.7pp | -4.08%+3.2pp | -9.96%+9.1pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $717 | $2,360-69.6% | $3,568-79.9% | $3,350-78.6% |
| Admin fee / account holder | $11 | $510-97.8% | $4,507-99.7% | $521-97.8% |