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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,515 |
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 | $41,397 | $55,437-25.3% | $155,534-73.4% | $74,459-44.4% |
| Participation rate | 59.7% | 61.9%-2.2pp | 78.2%-18.5pp | 67.2%-7.5pp |
| Annual return | 17.16% | 269.58%-252.4pp | 64.92%-47.8pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,598 | $2,837+62.1% | $5,630-18.3% | $4,350+5.7% |
| Admin fee / account holder | $179 | $1,742-89.7% | $15,900-98.9% | $1,945-90.8% |