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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 82-4000669 | Recordkeeping | $27,823 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,899 | $65,437-43.6% | $86,698-57.4% | $66,949-44.9% |
| Participation rate | 36.3% | 75.5%-39.2pp | 76.6%-40.3pp | 69.8%-33.6pp |
| Annual return | -11.00% | -10.91%-0.1pp | 35.96%-47.0pp | 1.57%-12.6pp |
| Employer contribution / active EE | $901 | $2,154-58.2% | $2,837-68.3% | $2,545-64.6% |
| Participant deferral / active EE | $1,433 | $4,102-65.1% | $4,656-69.2% | $4,239-66.2% |
| Admin fee / account holder | $558 | $642-13.0% | $7,492-92.6% | $594-6.0% |