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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,477 |
ADP BROKER-DEALER9 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.
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,363 | $29,548-88.6% | $56,411-94.0% | $77,643-95.7% |
| Participation rate | 59.7% | 32.7%+27.0pp | 52.5%+7.2pp | 70.6%-10.9pp |
| Annual return | 10.64% | 19.01%-8.4pp | 1701.33%-1690.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $709 | $1,061-33.2% | $1,952-63.7% | $4,647-84.8% |
| Admin fee / account holder | $41 | $1,046-96.0% | $2,829-98.5% | $430-90.4% |