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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,425 |
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.
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 | $25,166 | $42,582-40.9% | $171,082-85.3% | $57,658-56.4% |
| Participation rate | 9.7% | 63.9%-54.2pp | 76.7%-67.0pp | 70.2%-60.5pp |
| Annual return | 11.35% | 308.67%-297.3pp | 32.56%-21.2pp | 5.13%+6.2pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $506 | $2,933-82.7% | $4,797-89.4% | $3,061-83.5% |
| Admin fee / account holder | $17 | $82-78.9% | $8,520-99.8% | $95-81.6% |