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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,095 | $61,356-67.2% | $149,696-86.6% | $71,511-71.9% |
| Participation rate | 50.8% | 62.5%-11.7pp | 78.8%-27.9pp | 67.9%-17.1pp |
| Annual return | 8.68% | 35.86%-27.2pp | 134.46%-125.8pp | 28.86%-20.2pp |
| Employer contribution / active EE | $2,119 | $2,382-11.0% | $4,821-56.1% | $2,589-18.2% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $154 | $1,263-87.8% | $13,212-98.8% | $1,588-90.3% |