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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,456 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,192 | $166,131-59.0% | $164,975-58.7% | $145,877-53.3% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 13.30% | 100.37%-87.1pp | 70.12%-56.8pp | 551.28%-538.0pp |
| Employer contribution / active EE | $21,130 | $5,276+300.5% | $4,343+386.6% | $4,663+353.1% |
| Participant deferral / active EE | $34,520 | $6,962+395.8% | $6,033+472.1% | $6,691+416.0% |
| Admin fee / account holder | $152 | $16,648-99.1% | $12,688-98.8% | $13,402-98.9% |