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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,544 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,718 |
ADP BROKER-DEALER6 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.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,828 | $60,604-67.3% | $189,597-89.5% | $86,821-77.2% |
| Participation rate | 25.2% | 68.9%-43.7pp | 78.4%-53.2pp | 72.3%-47.1pp |
| Annual return | 19.88% | 65.19%-45.3pp | 64.20%-44.3pp | 97.94%-78.1pp |
| Employer contribution / active EE | $277 | $1,624-82.9% | $4,412-93.7% | $2,406-88.5% |
| Participant deferral / active EE | $1,647 | $3,895-57.7% | $6,174-73.3% | $4,132-60.1% |
| Admin fee / account holder | $153 | $159-3.7% | $9,807-98.4% | $170-9.8% |