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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,801 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,577 |
ADP BROKER-DEALER2 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,480 | $104,336-77.5% | $159,487-85.3% | $86,821-73.0% |
| Participation rate | 46.1% | 77.7%-31.7pp | 82.8%-36.8pp | 72.3%-26.2pp |
| Annual return | 57.32% | 26.32%+31.0pp | 263.71%-206.4pp | 97.94%-40.6pp |
| Employer contribution / active EE | $1,399 | $3,451-59.5% | $4,831-71.0% | $2,406-41.9% |
| Participant deferral / active EE | $3,115 | $6,837-54.4% | $7,354-57.6% | $4,132-24.6% |
| Admin fee / account holder | $167 | $172-3.0% | $10,804-98.5% | $170-1.5% |