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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,303 |
ADP BROKER-DEALER9 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.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,951 | $88,360-84.2% | $145,433-90.4% | $67,986-79.5% |
| Participation rate | 62.1% | 65.5%-3.4pp | 82.1%-20.1pp | 57.2%+4.9pp |
| Annual return | 12.02% | 63.15%-51.1pp | 66.58%-54.6pp | 31.67%-19.6pp |
| Employer contribution / active EE | $364 | $3,054-88.1% | $4,554-92.0% | $2,019-81.9% |
| Participant deferral / active EE | $2,027 | $5,932-65.8% | $7,897-74.3% | $3,358-39.6% |
| Admin fee / account holder | $21 | $3,313-99.4% | $13,129-99.8% | $3,203-99.3% |