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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $735 |
ADP BROKER-DEALER5 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,955 | $55,636-44.4% | $81,991-62.2% | $73,493-57.9% |
| Participation rate | 66.7% | 62.3%+4.4pp | 69.3%-2.6pp | 70.7%-4.0pp |
| Annual return | 16.75% | 19.07%-2.3pp | 41.31%-24.6pp | 28.51%-11.8pp |
| Employer contribution / active EE | $478 | $1,625-70.6% | $2,498-80.9% | $2,270-78.9% |
| Participant deferral / active EE | $1,598 | $2,762-42.1% | $3,722-57.1% | $3,740-57.3% |
| Admin fee / account holder | $6 | $493-98.7% | $5,665-99.9% | $513-98.8% |