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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,245 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $39,936 | $58,655-31.9% | $91,994-56.6% | $65,186-38.7% |
| Participation rate | 38.7% | 75.3%-36.6pp | 78.6%-40.0pp | 70.2%-31.5pp |
| Annual return | 20.03% | 33.92%-13.9pp | 69.04%-49.0pp | 29.39%-9.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,527 | $5,474-35.6% | $5,924-40.5% | $3,514+0.4% |
| Admin fee / account holder | $21 | $434-95.1% | $7,744-99.7% | $847-97.5% |