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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $9,695 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,448 |
ADP BROKER-DEALER6+ 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.
Participant 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 | $50,914 | $84,936-40.1% | $111,308-54.3% | $79,391-35.9% |
| Participation rate | 48.2% | 75.9%-27.7pp | 77.3%-29.1pp | 70.7%-22.5pp |
| Annual return | 16.42% | 17.45%-1.0pp | 54.67%-38.2pp | 116.88%-100.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,596 | $3,888-58.9% | $4,487-64.4% | $4,046-60.5% |
| Admin fee / account holder | $105 | $537-80.4% | $7,965-98.7% | $627-83.2% |