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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,948 |
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 | $11,090 | $50,902-78.2% | $155,534-92.9% | $77,736-85.7% |
| Participation rate | 21.2% | 63.1%-41.9pp | 78.2%-57.0pp | 70.6%-49.4pp |
| Annual return | 14.15% | 34.85%-20.7pp | 64.92%-50.8pp | 31.26%-17.1pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,422 | $2,824-14.2% | $5,630-57.0% | $4,651-47.9% |
| Admin fee / account holder | $66 | $437-84.8% | $15,900-99.6% | $433-84.7% |