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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,635 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,660 | $84,499-76.7% | $125,391-84.3% | $66,949-70.6% |
| Participation rate | 29.5% | 76.4%-46.9pp | 82.4%-52.8pp | 69.8%-40.3pp |
| Annual return | -17.53% | -8.49%-9.0pp | 572.41%-589.9pp | 1.57%-19.1pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,075 | $6,785-25.2% | $7,448-31.9% | $4,239+19.7% |
| Admin fee / account holder | $9 | $685-98.7% | $10,009-99.9% | $594-98.5% |