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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $31,395 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,743 |
ADP BROKER-DEALER7 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.
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 | $29,377 | $88,137-66.7% | $164,975-82.2% | $74,429-60.5% |
| Participation rate | 66.5% | 73.1%-6.6pp | 78.6%-12.1pp | 67.2%-0.7pp |
| Annual return | 17.99% | 17.13%+0.9pp | 70.12%-52.1pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $1,911 | $2,597-26.4% | $4,343-56.0% | $2,625-27.2% |
| Participant deferral / active EE | $3,991 | $4,501-11.3% | $6,033-33.9% | $4,348-8.2% |
| Admin fee / account holder | $248 | $2,231-88.9% | $12,688-98.0% | $1,944-87.2% |