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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,005 |
ADP BROKER-DEALER3 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.
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 | $10,597 | $84,493-87.5% | $125,381-91.5% | $66,938-84.2% |
| Participation rate | 27.1% | 76.4%-49.3pp | 82.4%-55.2pp | 69.8%-42.7pp |
| Annual return | -16.70% | -8.49%-8.2pp | 572.31%-589.0pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,496 | $6,783-48.5% | $7,448-53.1% | $4,238-17.5% |
| Admin fee / account holder | $10 | $685-98.5% | $10,007-99.9% | $594-98.3% |