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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $580 |
ADP BROKER-DEALER4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,432 | $41,467-86.9% | $67,313-91.9% | $55,725-90.3% |
| Participation rate | 14.6% | 62.5%-47.9pp | 69.1%-54.5pp | 70.9%-56.2pp |
| Annual return | -6.80% | 0.82%-7.6pp | -4.08%-2.7pp | 244.93%-251.7pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $191 | $2,399-92.0% | $3,568-94.6% | $3,356-94.3% |
| Admin fee / account holder | $6 | $102-94.0% | $4,507-99.9% | $115-94.6% |