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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,298 |
ADP BROKER-DEALER11+ 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.
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 | $6,952 | $51,096-86.4% | $100,712-93.1% | $71,012-90.2% |
| Participation rate | 68.2% | 47.0%+21.2pp | 69.3%-1.0pp | 58.6%+9.7pp |
| Annual return | 8.56% | 16.42%-7.9pp | 33.27%-24.7pp | 37.67%-29.1pp |
| Employer contribution / active EE | $0 | $1,127-100.0% | $2,313-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $991 | $1,937-48.9% | $4,085-75.8% | $3,246-69.5% |
| Admin fee / account holder | $30 | $2,179-98.6% | $9,256-99.7% | $1,167-97.4% |