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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,060 |
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 | $8,177 | $45,719-82.1% | $96,171-91.5% | $93,010-91.2% |
| Participation rate | 25.1% | 45.8%-20.7pp | 68.4%-43.3pp | 73.9%-48.8pp |
| Annual return | 23.45% | 3211.95%-3188.5pp | 192.04%-168.6pp | 158.70%-135.3pp |
| Employer contribution / active EE | $139 | $1,139-87.8% | $2,799-95.0% | $2,705-94.9% |
| Participant deferral / active EE | $986 | $2,344-57.9% | $4,350-77.3% | $4,561-78.4% |
| Admin fee / account holder | $116 | $128-9.6% | $5,538-97.9% | $152-23.7% |