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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,186 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,997 |
ADP BROKER-DEALER9+ 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.
Annual investment return 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 | $42,090 | $27,839+51.2% | $58,482-28.0% | $71,457-41.1% |
| Participation rate | 45.0% | 34.5%+10.4pp | 50.9%-5.9pp | 67.9%-22.9pp |
| Annual return | 14.06% | 26.81%-12.7pp | 4239.32%-4225.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $752 | $631+19.2% | $1,053-28.6% | $2,588-71.0% |
| Participant deferral / active EE | $2,367 | $1,206+96.2% | $1,924+23.1% | $4,289-44.8% |
| Admin fee / account holder | $126 | $1,641-92.3% | $2,516-95.0% | $1,587-92.1% |