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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 86-3794991 | Recordkeeping | $6,917 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,416 |
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.
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 | $16,208 | $80,748-79.9% | $102,383-84.2% | $74,429-78.2% |
| Participation rate | 56.0% | 65.7%-9.7pp | 74.5%-18.5pp | 67.2%-11.2pp |
| Annual return | 12.18% | 27.57%-15.4pp | 24.94%-12.8pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $154 | $3,159-95.1% | $3,870-96.0% | $2,625-94.1% |
| Participant deferral / active EE | $2,275 | $3,861-41.1% | $5,060-55.0% | $4,348-47.7% |
| Admin fee / account holder | $102 | $2,371-95.7% | $8,391-98.8% | $1,944-94.8% |