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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ 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.
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 | $4,264 | $31,388-86.4% | $73,545-94.2% | $62,293-93.2% |
| Participation rate | 30.9% | 39.9%-9.0pp | 54.9%-24.1pp | 69.5%-38.7pp |
| Annual return | 0.00% | 25.34%-25.3pp | -15.16%+15.2pp | 28.90%-28.9pp |
| Employer contribution / active EE | $466 | $498-6.4% | $1,219-61.8% | $2,042-77.2% |
| Participant deferral / active EE | $823 | $1,028-20.0% | $1,806-54.4% | $3,169-74.0% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |