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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,733 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $7,940 |
ADP BROKER-DEALER10+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,663 | $69,771-63.2% | $67,524-62.0% | $74,400-65.5% |
| Participation rate | 32.3% | 71.4%-39.1pp | 72.9%-40.6pp | 67.2%-35.0pp |
| Annual return | 12.82% | -40.49%+53.3pp | 3519.41%-3506.6pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $308 | $2,710-88.6% | $2,734-88.7% | $2,624-88.3% |
| Participant deferral / active EE | $1,948 | $3,638-46.5% | $4,001-51.3% | $4,348-55.2% |
| Admin fee / account holder | $201 | $889-77.4% | $4,001-95.0% | $1,944-89.7% |