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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,755 |
ADP BROKER-DEALER5 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 | $23,247 | $102,429-77.3% | $147,096-84.2% | $80,925-71.3% |
| Participation rate | 42.0% | 75.9%-33.8pp | 82.2%-40.1pp | 67.7%-25.6pp |
| Annual return | 18.44% | 135.02%-116.6pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $947 | $3,716-74.5% | $4,936-80.8% | $2,756-65.6% |
| Participant deferral / active EE | $6,859 | $6,649+3.2% | $8,071-15.0% | $4,299+59.6% |
| Admin fee / account holder | $17 | $7,957-99.8% | $13,005-99.9% | $6,940-99.8% |