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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,794 |
ADP BROKER-DEALER3+ 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.
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 | $10,907 | $72,994-85.1% | $120,380-90.9% | $77,692-86.0% |
| Participation rate | 50.4% | 55.2%-4.8pp | 71.9%-21.5pp | 70.6%-20.1pp |
| Annual return | 26.77% | 18.23%+8.5pp | 107.28%-80.5pp | 31.25%-4.5pp |
| Employer contribution / active EE | $1,354 | $1,793-24.5% | $3,465-60.9% | $2,726-50.3% |
| Participant deferral / active EE | $1,945 | $3,011-35.4% | $4,992-61.0% | $4,648-58.2% |
| Admin fee / account holder | $26 | $658-96.0% | $9,421-99.7% | $431-93.9% |