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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,996 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $9,812 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $31,632 | $62,686-49.5% | $178,505-82.3% | $77,762-59.3% |
| Participation rate | 35.6% | 66.9%-31.3pp | 77.1%-41.5pp | 70.6%-35.0pp |
| Annual return | 15.76% | 16.16%-0.4pp | 27.16%-11.4pp | 31.27%-15.5pp |
| Employer contribution / active EE | $488 | $1,914-74.5% | $3,955-87.7% | $2,728-82.1% |
| Participant deferral / active EE | $1,812 | $4,224-57.1% | $6,280-71.1% | $4,651-61.0% |
| Admin fee / account holder | $298 | $386-22.9% | $10,428-97.1% | $433-31.2% |