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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $540 |
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 | $39,084 | $65,437-40.3% | $86,698-54.9% | $66,949-41.6% |
| Participation rate | 21.3% | 75.5%-54.2pp | 76.6%-55.3pp | 69.8%-48.5pp |
| Annual return | -13.40% | -10.91%-2.5pp | 35.96%-49.4pp | 1.57%-15.0pp |
| Employer contribution / active EE | $733 | $2,154-66.0% | $2,837-74.2% | $2,545-71.2% |
| Participant deferral / active EE | $1,409 | $4,102-65.6% | $4,656-69.7% | $4,239-66.8% |
| Admin fee / account holder | $23 | $642-96.3% | $7,492-99.7% | $594-96.0% |