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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,216 |
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 | $35,417 | $91,120-61.1% | $161,149-78.0% | $64,097-44.7% |
| Participation rate | 48.8% | 62.2%-13.4pp | 78.8%-30.1pp | 55.2%-6.4pp |
| Annual return | 28.26% | 17.95%+10.3pp | 21.16%+7.1pp | 34.64%-6.4pp |
| Employer contribution / active EE | $1,745 | $2,284-23.6% | $4,360-60.0% | $1,891-7.8% |
| Participant deferral / active EE | $3,028 | $3,708-18.3% | $6,153-50.8% | $3,080-1.7% |
| Admin fee / account holder | $42 | $4,535-99.1% | $15,194-99.7% | $3,454-98.8% |