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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,047 |
ADP BROKER-DEALER6+ 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 | $11,599 | $65,434-82.3% | $98,483-88.2% | $85,847-86.5% |
| Participation rate | 54.0% | 65.0%-11.0pp | 73.3%-19.3pp | 69.3%-15.3pp |
| Annual return | 16.00% | 21.75%-5.7pp | 1494.38%-1478.4pp | 318.61%-302.6pp |
| Employer contribution / active EE | $550 | $2,169-74.6% | $2,961-81.4% | $2,565-78.5% |
| Participant deferral / active EE | $2,723 | $3,168-14.0% | $4,276-36.3% | $3,952-31.1% |
| Admin fee / account holder | $19 | $4,595-99.6% | $5,953-99.7% | $6,261-99.7% |