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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,427 | $71,215+11.5% | $93,696-15.2% | $80,935-1.9% |
| Participation rate | 35.7% | 60.4%-24.7pp | 68.7%-33.0pp | 67.7%-31.9pp |
| Annual return | 23.09% | 11.27%+11.8pp | 133.74%-110.7pp | 35.66%-12.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,720 | $4,037+16.9% | $4,417+6.9% | $4,299+9.8% |
| Admin fee / account holder | $376 | $6,958-94.6% | $8,287-95.5% | $6,924-94.6% |