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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,444 |
ADP BROKER-DEALER5 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.
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 | $19,042 | $66,681-71.4% | $96,171-80.2% | - |
| Participation rate | 51.8% | 47.6%+4.2pp | 68.4%-16.6pp | - |
| Annual return | 15.35% | 15.15%+0.2pp | 192.04%-176.7pp | - |
| Employer contribution / active EE | $303 | $1,289-76.5% | $2,799-89.2% | - |
| Participant deferral / active EE | $1,901 | $2,156-11.8% | $4,350-56.3% | - |
| Admin fee / account holder | $48 | $18,922-99.7% | $5,538-99.1% | - |