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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,413 |
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 | $10,716 | $65,083-83.5% | $143,788-92.5% | $66,930-84.0% |
| Participation rate | 32.9% | 65.2%-32.3pp | 80.3%-47.4pp | 69.8%-36.9pp |
| Annual return | -15.27% | -11.13%-4.1pp | -0.03%-15.2pp | 1.57%-16.8pp |
| Employer contribution / active EE | $598 | $2,361-74.7% | $4,952-87.9% | $2,545-76.5% |
| Participant deferral / active EE | $1,165 | $2,920-60.1% | $5,638-79.3% | $4,238-72.5% |
| Admin fee / account holder | $89 | $502-82.4% | $14,675-99.4% | $593-85.1% |