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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,065 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 500 ALA MOANA BLVD · HONOLULU, HI 96813 | 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 | $9,465 | $50,385-81.2% | $75,501-87.5% | $62,293-84.8% |
| Participation rate | 53.3% | 67.7%-14.5pp | 72.4%-19.1pp | 69.5%-16.3pp |
| Annual return | 17.92% | 19.90%-2.0pp | 27.35%-9.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $932 | $2,445-61.9% | $3,142-70.3% | $3,169-70.6% |
| Admin fee / account holder | $10 | $384-97.5% | $5,801-99.8% | $479-98.0% |