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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,552 |
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 | $27,027 | $71,523-62.2% | $98,461-72.6% | $71,511-62.2% |
| Participation rate | 69.2% | 72.7%-3.5pp | 75.2%-6.0pp | 67.9%+1.3pp |
| Annual return | 16.23% | 32.43%-16.2pp | 21.17%-4.9pp | 28.86%-12.6pp |
| Employer contribution / active EE | $1,879 | $2,399-21.7% | $3,049-38.4% | $2,589-27.4% |
| Participant deferral / active EE | $3,612 | $4,109-12.1% | $4,738-23.8% | $4,291-15.8% |
| Admin fee / account holder | $138 | $1,676-91.8% | $8,961-98.5% | $1,588-91.3% |