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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,966 |
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 | $16,372 | $55,457-70.5% | $76,119-78.5% | $77,736-78.9% |
| Participation rate | 24.8% | 63.6%-38.8pp | 69.1%-44.3pp | 70.6%-45.8pp |
| Annual return | 18.32% | 17.09%+1.2pp | 361.25%-342.9pp | 31.26%-12.9pp |
| Employer contribution / active EE | $517 | $1,792-71.1% | $2,693-80.8% | $2,728-81.0% |
| Participant deferral / active EE | $1,499 | $3,454-56.6% | $4,259-64.8% | $4,651-67.8% |
| Admin fee / account holder | $45 | $411-89.0% | $6,421-99.3% | $433-89.6% |