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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39 |
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.
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 | $13,800 | $26,549-48.0% | $61,399-77.5% | $66,930-79.4% |
| Participation rate | 4.2% | 38.1%-33.9pp | 52.6%-48.4pp | 69.8%-65.6pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.81%-338.8pp | 1.57%-1.6pp |
| Employer contribution / active EE | $31 | $651-95.3% | $1,159-97.4% | $2,545-98.8% |
| Participant deferral / active EE | $544 | $1,338-59.3% | $2,124-74.4% | $4,238-87.2% |
| Admin fee / account holder | $5 | $409-98.8% | $2,131-99.8% | $593-99.2% |