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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $870 |
ADP BROKER-DEALER1 year 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,166 | $91,424-76.8% | $135,942-84.4% | $71,495-70.4% |
| Participation rate | 67.1% | 75.7%-8.5pp | 81.9%-14.8pp | 67.9%-0.8pp |
| Annual return | 14.93% | 29.90%-15.0pp | 68.28%-53.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,328 | $7,092-39.0% | $7,759-44.2% | $4,291+0.9% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,764-99.9% | $1,588-99.7% |