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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $345 |
ADP BROKER-DEALER2 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.
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 | $10,934 | $104,479-89.5% | $159,474-93.1% | $79,391-86.2% |
| Participation rate | 26.5% | 76.6%-50.2pp | 82.8%-56.4pp | 70.7%-44.2pp |
| Annual return | 32.05% | 67.98%-35.9pp | 263.68%-231.6pp | 116.88%-84.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,605 | $6,468-59.7% | $7,353-64.6% | $4,046-35.6% |
| Admin fee / account holder | $4 | $711-99.4% | $10,802-100.0% | $627-99.3% |