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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,456 |
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 | $17,722 | $84,493-79.0% | $125,381-85.9% | $66,938-73.5% |
| Participation rate | 34.0% | 76.4%-42.4pp | 82.4%-48.3pp | 69.8%-35.8pp |
| Annual return | -10.49% | -8.49%-2.0pp | 572.31%-582.8pp | 1.58%-12.1pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,425 | $6,783-49.5% | $7,448-54.0% | $4,238-19.2% |
| Admin fee / account holder | $70 | $685-89.8% | $10,007-99.3% | $594-88.2% |