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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,441 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $15,010 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $33,358 | $79,223-57.9% | $102,460-67.4% | $74,478-55.2% |
| Participation rate | 55.2% | 74.8%-19.5pp | 76.5%-21.3pp | 67.2%-12.0pp |
| Annual return | 14.09% | 54.98%-40.9pp | 29.47%-15.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $1,107 | $2,363-53.2% | $3,025-63.4% | $2,626-57.9% |
| Participant deferral / active EE | $3,035 | $4,417-31.3% | $5,056-40.0% | $4,350-30.2% |
| Admin fee / account holder | $271 | $2,003-86.5% | $9,460-97.1% | $1,946-86.1% |