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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,060 |
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.
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 | $12,529 | $73,638-83.0% | $95,964-86.9% | $73,497-83.0% |
| Participation rate | 61.8% | 76.2%-14.4pp | 77.1%-15.3pp | 70.7%-8.9pp |
| Annual return | 86.00% | 16.78%+69.2pp | 91.64%-5.6pp | 28.51%+57.5pp |
| Employer contribution / active EE | $1,543 | $1,863-17.2% | $2,541-39.3% | $2,270-32.0% |
| Participant deferral / active EE | $2,427 | $3,617-32.9% | $4,167-41.8% | $3,740-35.1% |
| Admin fee / account holder | $39 | $482-91.9% | $6,797-99.4% | $513-92.4% |