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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $18,090 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,531 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,322 | $76,112-45.7% | $96,534-57.2% | $71,511-42.2% |
| Participation rate | 60.1% | 74.4%-14.3pp | 76.0%-15.9pp | 67.9%-7.8pp |
| Annual return | 16.47% | 22.81%-6.3pp | 25.88%-9.4pp | 28.86%-12.4pp |
| Employer contribution / active EE | $1,170 | $2,248-48.0% | $2,965-60.6% | $2,589-54.8% |
| Participant deferral / active EE | $1,809 | $4,217-57.1% | $4,851-62.7% | $4,291-57.8% |
| Admin fee / account holder | $150 | $2,708-94.5% | $8,253-98.2% | $1,588-90.6% |