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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,075 |
ADP BROKER-DEALER9+ 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 | $8,221 | $30,147-72.7% | $58,507-85.9% | $80,169-89.7% |
| Participation rate | 7.4% | 34.4%-27.0pp | 50.9%-43.4pp | 72.9%-65.5pp |
| Annual return | 17.61% | 21.97%-4.4pp | 4252.32%-4234.7pp | 40.39%-22.8pp |
| Employer contribution / active EE | $94 | $528-82.1% | $1,053-91.0% | $2,978-96.8% |
| Participant deferral / active EE | $180 | $1,249-85.6% | $1,922-90.6% | $5,016-96.4% |
| Admin fee / account holder | $7 | $195-96.2% | $2,486-99.7% | $145-95.0% |