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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,111 |
ADP BROKER-DEALER6+ 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.
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,076 | $62,541-93.5% | $129,384-96.8% | $199,960-98.0% |
| Participation rate | 7.1% | 56.8%-49.6pp | 69.6%-62.5pp | 72.0%-64.8pp |
| Annual return | 24.99% | 16.95%+8.0pp | 9461.77%-9436.8pp | 34.28%-9.3pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,153-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $192 | $3,123-93.8% | $4,166-95.4% | $5,087-96.2% |
| Admin fee / account holder | $100 | $167-40.3% | $7,686-98.7% | $269-63.0% |