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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,591 |
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 | $22,295 | $66,459-66.5% | $81,286-72.6% | $77,714-71.3% |
| Participation rate | 45.6% | 68.7%-23.1pp | 69.5%-23.9pp | 70.6%-25.0pp |
| Annual return | 19.41% | 15.95%+3.5pp | 24.80%-5.4pp | 31.26%-11.8pp |
| Employer contribution / active EE | $1,259 | $2,156-41.6% | $2,463-48.9% | $2,727-53.8% |
| Participant deferral / active EE | $2,245 | $3,674-38.9% | $3,883-42.2% | $4,649-51.7% |
| Admin fee / account holder | $43 | $585-92.6% | $5,764-99.2% | $433-90.0% |