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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 27-0397626 | Recordkeeping | $30,431 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,579 |
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.
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 | $19,522 | $95,417-79.5% | $135,974-85.6% | $74,460-73.8% |
| Participation rate | 26.5% | 78.2%-51.7pp | 81.9%-55.4pp | 70.7%-44.2pp |
| Annual return | 40.55% | 32.76%+7.8pp | 68.30%-27.8pp | 34.38%+6.2pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,132 | $7,789-59.8% | $7,760-59.6% | $4,530-30.9% |
| Admin fee / account holder | $142 | $266-46.5% | $10,767-98.7% | $348-59.1% |