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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,755 |
ADP BROKER-DEALER7+ 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,915 | $36,939-86.7% | $80,784-93.9% | $93,010-94.7% |
| Participation rate | 6.1% | 32.6%-26.5pp | 54.2%-48.1pp | 73.9%-67.8pp |
| Annual return | 12.10% | 17.55%-5.5pp | 87.31%-75.2pp | 158.70%-146.6pp |
| Employer contribution / active EE | $0 | $455-100.0% | $1,160-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $103 | $1,044-90.1% | $2,145-95.2% | $4,561-97.7% |
| Admin fee / account holder | $20 | $162-87.4% | $3,380-99.4% | $152-86.6% |