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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER1 year 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 | $25,128 | $22,683+10.8% | $61,399-59.1% | - |
| Participation rate | 57.6% | 38.0%+19.6pp | 52.6%+5.0pp | - |
| Annual return | -8.13% | -10.54%+2.4pp | 338.81%-346.9pp | - |
| Employer contribution / active EE | $4,564 | $484+842.2% | $1,159+293.7% | - |
| Participant deferral / active EE | $3,015 | $1,321+128.2% | $2,124+41.9% | - |
| Admin fee / account holder | $7 | $926-99.2% | $2,131-99.7% | - |