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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,603 |
ADP BROKER-DEALER10+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,926 | $59,448-90.0% | $93,696-93.7% | $74,459-92.0% |
| Participation rate | 64.2% | 59.6%+4.6pp | 68.7%-4.5pp | 67.2%-3.0pp |
| Annual return | 7.92% | 82.11%-74.2pp | 133.74%-125.8pp | 1369.70%-1361.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,183 | $3,052-61.2% | $4,417-73.2% | $4,350-72.8% |
| Admin fee / account holder | $18 | $3,027-99.4% | $8,287-99.8% | $1,945-99.1% |