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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $824 |
ADP BROKER-DEALER5 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.
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 | $11,175 | $65,434-82.9% | $98,483-88.7% | $85,847-87.0% |
| Participation rate | 21.9% | 65.0%-43.1pp | 73.3%-51.5pp | 69.3%-47.4pp |
| Annual return | 17.08% | 21.75%-4.7pp | 1494.38%-1477.3pp | 318.61%-301.5pp |
| Employer contribution / active EE | $485 | $2,169-77.6% | $2,961-83.6% | $2,565-81.1% |
| Participant deferral / active EE | $753 | $3,168-76.2% | $4,276-82.4% | $3,952-80.9% |
| Admin fee / account holder | $25 | $4,595-99.5% | $5,953-99.6% | $6,261-99.6% |