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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,267 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,736 |
ADP BROKER-DEALER4 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 | $47,008 | $59,584-21.1% | $86,625-45.7% | $79,389-40.8% |
| Participation rate | 50.4% | 67.7%-17.2pp | 71.6%-21.2pp | 70.7%-20.3pp |
| Annual return | 11.88% | 23.15%-11.3pp | 63.52%-51.6pp | 116.89%-105.0pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,496-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $940 | $3,036-69.0% | $3,700-74.6% | $4,046-76.8% |
| Admin fee / account holder | $245 | $604-59.5% | $5,830-95.8% | $626-60.9% |