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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,390 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $27,507 |
ADP BROKER-DEALER4 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.
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 | $28,122 | $95,438-70.5% | $135,982-79.3% | $74,473-62.2% |
| Participation rate | 47.2% | 78.2%-31.0pp | 81.9%-34.7pp | 70.7%-23.5pp |
| Annual return | 33.91% | 32.61%+1.3pp | 68.32%-34.4pp | 34.36%-0.4pp |
| Employer contribution / active EE | $1,937 | $3,878-50.0% | $4,859-60.1% | $2,638-26.6% |
| Participant deferral / active EE | $4,019 | $7,790-48.4% | $7,760-48.2% | $4,530-11.3% |
| Admin fee / account holder | $220 | $259-14.9% | $10,767-98.0% | $347-36.5% |