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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,712 | $99,957-52.3% | $149,730-68.1% | $73,493-35.1% |
| Participation rate | 59.4% | 75.7%-16.3pp | 82.5%-23.1pp | 70.7%-11.3pp |
| Annual return | 17.26% | 53.87%-36.6pp | 276.70%-259.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,521 | $6,073-42.0% | $6,843-48.5% | $3,740-5.8% |
| Admin fee / account holder | $1 | $551-99.9% | $9,310-100.0% | $513-99.9% |