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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-4826355 | Recordkeeping | $5,342 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,144 |
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 | $12,835 | $65,960-80.5% | $81,882-84.3% | $77,762-83.5% |
| Participation rate | 22.5% | 65.8%-43.3pp | 72.4%-49.9pp | 70.6%-48.1pp |
| Annual return | 17.67% | 26.64%-9.0pp | 779.47%-761.8pp | 31.27%-13.6pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,053 | $3,505-41.4% | $4,323-52.5% | $4,651-55.9% |
| Admin fee / account holder | $49 | $526-90.6% | $7,360-99.3% | $433-88.6% |