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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,495 |
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 | $8,815 | $79,438-88.9% | $106,551-91.7% | $79,393-88.9% |
| Participation rate | 57.9% | 74.2%-16.3pp | 76.1%-18.3pp | 70.7%-12.8pp |
| Annual return | 15.37% | 18.27%-2.9pp | 26.80%-11.4pp | 116.87%-101.5pp |
| Employer contribution / active EE | $1,111 | $2,235-50.3% | $2,819-60.6% | $2,428-54.2% |
| Participant deferral / active EE | $1,792 | $3,824-53.1% | $4,398-59.3% | $4,046-55.7% |
| Admin fee / account holder | $55 | $523-89.5% | $7,408-99.3% | $627-91.2% |