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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,567 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,290 | $36,595-85.5% | $88,179-94.0% | $71,012-92.6% |
| Participation rate | 57.3% | 29.2%+28.1pp | 69.1%-11.9pp | 58.6%-1.3pp |
| Annual return | 11.58% | 61.46%-49.9pp | 64.97%-53.4pp | 37.67%-26.1pp |
| Employer contribution / active EE | $408 | $787-48.2% | $2,549-84.0% | $2,348-82.6% |
| Participant deferral / active EE | $550 | $1,195-53.9% | $4,614-88.1% | $3,246-83.0% |
| Admin fee / account holder | $30 | $2,755-98.9% | $7,673-99.6% | $1,167-97.5% |