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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $325 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,792 | $108,911-98.4% | $100,392-98.2% | $145,884-98.8% |
| Participation rate | 52.6% | 83.0%-30.3pp | 81.5%-28.9pp | 80.3%-27.7pp |
| Annual return | 11.59% | 58.23%-46.6pp | 49.45%-37.9pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,797 | $8,459-78.8% | $8,090-77.8% | $6,690-73.1% |
| Admin fee / account holder | $3 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |