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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,319 |
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 | $8,269 | $50,902-83.8% | $155,534-94.7% | $77,736-89.4% |
| Participation rate | 36.3% | 63.1%-26.8pp | 78.2%-42.0pp | 70.6%-34.3pp |
| Annual return | 21.24% | 34.85%-13.6pp | 64.92%-43.7pp | 31.26%-10.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,480 | $2,824-47.6% | $5,630-73.7% | $4,651-68.2% |
| Admin fee / account holder | $105 | $437-76.1% | $15,900-99.3% | $433-75.9% |