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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,517 |
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.
Employer 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 | $20,254 | $95,417-78.8% | $135,974-85.1% | $74,460-72.8% |
| Participation rate | 51.2% | 78.2%-27.0pp | 81.9%-30.7pp | 70.7%-19.5pp |
| Annual return | 24.99% | 32.76%-7.8pp | 68.30%-43.3pp | 34.38%-9.4pp |
| Employer contribution / active EE | $594 | $3,878-84.7% | $4,859-87.8% | $2,638-77.5% |
| Participant deferral / active EE | $5,069 | $7,789-34.9% | $7,760-34.7% | $4,530+11.9% |
| Admin fee / account holder | $17 | $266-93.5% | $10,767-99.8% | $348-95.0% |