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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER7+ 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.
Participant 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 | $52,480 | $59,220-11.4% | $96,570-45.7% | $79,391-33.9% |
| Participation rate | 28.1% | 61.9%-33.8pp | 69.8%-41.7pp | 70.7%-42.6pp |
| Annual return | 16.86% | 27.08%-10.2pp | 37.79%-20.9pp | 116.88%-100.0pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,068 | $2,948-63.8% | $3,849-72.2% | $4,046-73.6% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |