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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,937 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $50,075 | $79,209-36.8% | $102,434-51.1% | $74,459-32.7% |
| Participation rate | 55.2% | 74.8%-19.6pp | 76.5%-21.3pp | 67.2%-12.0pp |
| Annual return | 21.98% | 54.98%-33.0pp | 29.46%-7.5pp | 1369.70%-1347.7pp |
| Employer contribution / active EE | $3 | $2,362-99.9% | $3,023-99.9% | $2,626-99.9% |
| Participant deferral / active EE | $8,871 | $4,417+100.8% | $5,055+75.5% | $4,350+104.0% |
| Admin fee / account holder | $21 | $2,002-98.9% | $9,462-99.8% | $1,945-98.9% |