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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,007 |
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 | $9,492 | $55,472-82.9% | $155,567-93.9% | $74,546-87.3% |
| Participation rate | 66.8% | 61.9%+4.9pp | 78.2%-11.4pp | 67.2%-0.4pp |
| Annual return | 11.45% | 268.72%-257.3pp | 64.74%-53.3pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $664 | $2,269-70.7% | $4,674-85.8% | $2,624-74.7% |
| Participant deferral / active EE | $1,246 | $2,838-56.1% | $5,628-77.9% | $4,347-71.3% |
| Admin fee / account holder | $88 | $1,743-94.9% | $15,916-99.4% | $1,944-95.5% |