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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,801 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,861 |
ADP BROKER-DEALER1 year 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 | $68,858 | $93,182-26.1% | $146,643-53.0% | $79,391-13.3% |
| Participation rate | 57.0% | 76.4%-19.4pp | 80.1%-23.1pp | 70.7%-13.7pp |
| Annual return | 13.57% | 21.61%-8.0pp | 22.75%-9.2pp | 116.88%-103.3pp |
| Employer contribution / active EE | $1,009 | $2,420-58.3% | $4,137-75.6% | $2,428-58.4% |
| Participant deferral / active EE | $1,840 | $4,169-55.9% | $5,506-66.6% | $4,046-54.5% |
| Admin fee / account holder | $287 | $585-50.9% | $10,280-97.2% | $627-54.2% |