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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,351 |
ADP BROKER-DEALER7+ 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.
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 | $24,659 | $58,347-57.7% | $85,709-71.2% | $86,821-71.6% |
| Participation rate | 7.6% | 64.9%-57.3pp | 69.9%-62.2pp | 72.3%-64.7pp |
| Annual return | 15.45% | 18.43%-3.0pp | 21.49%-6.0pp | 97.94%-82.5pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,619-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $402 | $3,065-86.9% | $3,924-89.7% | $4,132-90.3% |
| Admin fee / account holder | $56 | $147-62.2% | $6,876-99.2% | $170-67.1% |