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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,714 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $2,324 | $55,437-95.8% | $155,534-98.5% | $74,459-96.9% |
| Participation rate | 67.1% | 61.9%+5.2pp | 78.2%-11.1pp | 67.2%-0.1pp |
| Annual return | 0.00% | 269.58%-269.6pp | 64.92%-64.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,217 | $2,837-57.1% | $5,630-78.4% | $4,350-72.0% |
| Admin fee / account holder | $18 | $1,742-98.9% | $15,900-99.9% | $1,945-99.1% |