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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,117 |
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 | $12,445 | $98,760-87.4% | $149,715-91.7% | $79,858-84.4% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.5%-17.3pp | 69.6%-4.4pp |
| Annual return | 13.14% | 27.43%-14.3pp | 276.66%-263.5pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,922 | $5,681-13.4% | $6,842-28.1% | $3,740+31.6% |
| Admin fee / account holder | $75 | $6,053-98.8% | $9,310-99.2% | $5,306-98.6% |