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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $20,682 | $50,860-59.3% | $155,574-86.7% | $77,714-73.4% |
| Participation rate | 39.9% | 63.1%-23.2pp | 78.2%-38.3pp | 70.6%-30.7pp |
| Annual return | 14.25% | 34.86%-20.6pp | 64.87%-50.6pp | 31.26%-17.0pp |
| Employer contribution / active EE | $231 | $1,991-88.4% | $4,676-95.1% | $2,727-91.5% |
| Participant deferral / active EE | $1,662 | $2,825-41.2% | $5,629-70.5% | $4,649-64.2% |
| Admin fee / account holder | $131 | $436-70.0% | $15,914-99.2% | $433-69.8% |