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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,240 |
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 | $5,728 | $30,555-81.3% | $80,741-92.9% | $86,821-93.4% |
| Participation rate | 17.2% | 37.2%-20.1pp | 54.2%-37.0pp | 72.3%-55.1pp |
| Annual return | 14.89% | 30.35%-15.5pp | 87.30%-72.4pp | 97.94%-83.1pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $590 | $1,050-43.8% | $2,145-72.5% | $4,132-85.7% |
| Admin fee / account holder | $118 | $135-13.1% | $3,380-96.5% | $170-30.6% |