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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,400 |
ADP BROKER-DEALER3 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.
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,084 | $61,166-77.0% | $185,849-92.4% | $79,391-82.3% |
| Participation rate | 42.0% | 66.6%-24.7pp | 81.7%-39.8pp | 70.7%-28.8pp |
| Annual return | 15.43% | 19.45%-4.0pp | 122.10%-106.7pp | 116.88%-101.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,656 | $2,789-40.6% | $5,569-70.3% | $4,046-59.1% |
| Admin fee / account holder | $13 | $710-98.1% | $16,244-99.9% | $627-97.9% |