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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 | $69,774-63.2% | $67,575-62.0% | $74,459-65.5% |
| Participation rate | 32.3% | 71.4%-39.1pp | 72.9%-40.7pp | 67.2%-35.0pp |
| Annual return | 12.82% | -40.53%+53.3pp | 3528.98%-3516.2pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $308 | $2,710-88.6% | $2,736-88.8% | $2,626-88.3% |
| Participant deferral / active EE | $1,948 | $3,636-46.4% | $4,003-51.3% | $4,350-55.2% |
| Admin fee / account holder | $201 | $890-77.5% | $3,993-95.0% | $1,945-89.7% |