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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,648 |
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 | $15,703 | $60,488-74.0% | $109,907-85.7% | $79,391-80.2% |
| Participation rate | 41.7% | 67.0%-25.4pp | 74.2%-32.6pp | 70.7%-29.0pp |
| Annual return | 12.65% | 189.57%-176.9pp | 29.46%-16.8pp | 116.88%-104.2pp |
| Employer contribution / active EE | $853 | $1,649-48.3% | $2,844-70.0% | $2,428-64.9% |
| Participant deferral / active EE | $1,945 | $3,220-39.6% | $4,047-51.9% | $4,046-51.9% |
| Admin fee / account holder | $12 | $605-98.0% | $6,069-99.8% | $627-98.1% |