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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $368 |
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 | $12,988 | $69,383-81.3% | $101,264-87.2% | $73,493-82.3% |
| Participation rate | 40.5% | 68.4%-27.9pp | 75.8%-35.3pp | 70.7%-30.2pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.48%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,452 | $2,628-44.7% | $3,660-60.3% | $2,270-36.0% |
| Participant deferral / active EE | $3,176 | $3,301-3.8% | $4,370-27.3% | $3,740-15.1% |
| Admin fee / account holder | $51 | $704-92.8% | $5,947-99.1% | $513-90.1% |