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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,662 |
ADP BROKER-DEALER1 year 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 | $8,550 | $65,092-86.9% | $143,799-94.1% | $66,938-87.2% |
| Participation rate | 42.6% | 65.2%-22.6pp | 80.3%-37.7pp | 69.8%-27.2pp |
| Annual return | 4.52% | -11.14%+15.7pp | -0.04%+4.6pp | 1.58%+2.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,245 | $2,920-57.4% | $5,638-77.9% | $4,238-70.6% |
| Admin fee / account holder | $63 | $502-87.4% | $14,677-99.6% | $594-89.3% |