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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.
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 | $5,290 | $38,967-86.4% | $86,233-93.9% | $79,634-93.4% |
| Participation rate | 57.3% | 34.1%+23.2pp | 69.0%-11.7pp | 62.5%-5.2pp |
| Annual return | 11.58% | 49.90%-38.3pp | 61.39%-49.8pp | 36.46%-24.9pp |
| Employer contribution / active EE | $408 | $868-53.0% | $2,504-83.7% | $2,529-83.9% |
| Participant deferral / active EE | $550 | $1,663-66.9% | $4,559-87.9% | $3,835-85.6% |
| Admin fee / account holder | $30 | $2,660-98.9% | $8,342-99.6% | $1,002-97.0% |