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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,659 |
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.
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 | $15,475 | $56,540-72.6% | $185,851-91.7% | $86,821-82.2% |
| Participation rate | 39.3% | 65.5%-26.2pp | 81.7%-42.4pp | 72.3%-33.0pp |
| Annual return | 13.12% | 118.20%-105.1pp | 122.11%-109.0pp | 97.94%-84.8pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,132 | $2,555-55.7% | $5,569-79.7% | $4,132-72.6% |
| Admin fee / account holder | $19 | $150-87.3% | $16,245-99.9% | $170-88.8% |