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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,682 | $50,815-59.3% | $155,509-86.7% | $77,643-73.4% |
| Participation rate | 39.9% | 63.1%-23.2pp | 78.2%-38.3pp | 70.6%-30.6pp |
| Annual return | 14.25% | 34.80%-20.6pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $231 | $1,993-88.4% | $4,672-95.1% | $2,726-91.5% |
| Participant deferral / active EE | $1,662 | $2,822-41.1% | $5,626-70.5% | $4,647-64.2% |
| Admin fee / account holder | $131 | $437-70.0% | $15,912-99.2% | $430-69.6% |