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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,331 | $50,199-75.4% | $69,884-82.4% | $66,938-81.6% |
| Participation rate | 44.5% | 66.3%-21.8pp | 70.5%-25.9pp | 69.8%-25.3pp |
| Annual return | 3.97% | -13.85%+17.8pp | 190.81%-186.8pp | 1.58%+2.4pp |
| Employer contribution / active EE | $1,170 | $1,864-37.2% | $2,560-54.3% | $2,545-54.0% |
| Participant deferral / active EE | $3,181 | $3,112+2.2% | $3,848-17.3% | $4,238-24.9% |
| Admin fee / account holder | $58 | $600-90.3% | $6,266-99.1% | $594-90.2% |