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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,946 |
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 | $12,236 | $51,226-76.1% | $82,706-85.2% | $66,930-81.7% |
| Participation rate | 50.0% | 67.9%-17.9pp | 72.6%-22.6pp | 69.8%-19.8pp |
| Annual return | 0.00% | -9.61%+9.6pp | 701.76%-701.8pp | 1.57%-1.6pp |
| Employer contribution / active EE | $850 | $2,612-67.5% | $3,007-71.7% | $2,545-66.6% |
| Participant deferral / active EE | $1,350 | $3,460-61.0% | $4,394-69.3% | $4,238-68.1% |
| Admin fee / account holder | $78 | $416-81.2% | $5,329-98.5% | $593-86.8% |