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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,340 |
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.
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 | $34,097 | $95,438-64.3% | $135,982-74.9% | $74,473-54.2% |
| Participation rate | 41.7% | 78.2%-36.5pp | 81.9%-40.2pp | 70.7%-29.0pp |
| Annual return | 24.25% | 32.61%-8.4pp | 68.32%-44.1pp | 34.36%-10.1pp |
| Employer contribution / active EE | $1,585 | $3,878-59.1% | $4,859-67.4% | $2,638-39.9% |
| Participant deferral / active EE | $2,768 | $7,790-64.5% | $7,760-64.3% | $4,530-38.9% |
| Admin fee / account holder | $31 | $259-88.2% | $10,767-99.7% | $347-91.2% |