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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,537 | $59,140-77.1% | $160,037-91.5% | $66,949-79.8% |
| Participation rate | 45.4% | 68.1%-22.8pp | 78.0%-32.6pp | 69.8%-24.4pp |
| Annual return | -16.84% | -12.25%-4.6pp | 408.95%-425.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $913 | $1,982-53.9% | $4,226-78.4% | $2,545-64.1% |
| Participant deferral / active EE | $1,852 | $4,399-57.9% | $6,184-70.1% | $4,239-56.3% |
| Admin fee / account holder | $60 | $591-89.8% | $8,716-99.3% | $594-89.8% |