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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,856 |
ADP BROKER-DEALER4+ 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 | $9,229 | $52,188-82.3% | $86,656-89.3% | $74,473-87.6% |
| Participation rate | 21.3% | 66.3%-45.1pp | 71.7%-50.5pp | 70.7%-49.5pp |
| Annual return | 23.21% | 44.46%-21.2pp | 593.09%-569.9pp | 34.36%-11.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,025-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,966 | $3,383-41.9% | $4,439-55.7% | $4,530-56.6% |
| Admin fee / account holder | $35 | $319-89.0% | $5,619-99.4% | $347-89.9% |