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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,793 |
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 | $18,596 | $61,356-69.7% | $149,696-87.6% | $71,511-74.0% |
| Participation rate | 36.0% | 62.5%-26.5pp | 78.8%-42.8pp | 67.9%-31.9pp |
| Annual return | 18.39% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $270 | $2,382-88.7% | $4,821-94.4% | $2,589-89.6% |
| Participant deferral / active EE | $1,894 | $2,920-35.1% | $5,682-66.7% | $4,291-55.9% |
| Admin fee / account holder | $147 | $1,263-88.4% | $13,212-98.9% | $1,588-90.8% |