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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,596 | $61,272-69.7% | $149,673-87.6% | $71,457-74.0% |
| Participation rate | 36.0% | 62.5%-26.5pp | 78.8%-42.7pp | 67.9%-31.9pp |
| Annual return | 18.39% | 35.85%-17.5pp | 134.42%-116.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $270 | $2,378-88.7% | $4,818-94.4% | $2,588-89.6% |
| Participant deferral / active EE | $1,894 | $2,917-35.1% | $5,680-66.7% | $4,289-55.8% |
| Admin fee / account holder | $147 | $1,261-88.4% | $13,210-98.9% | $1,587-90.8% |