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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,567 |
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 | $4,780 | $61,391-92.2% | $149,723-96.8% | $71,529-93.3% |
| Participation rate | 42.6% | 62.5%-19.9pp | 78.8%-36.2pp | 67.9%-25.3pp |
| Annual return | 19.98% | 35.88%-15.9pp | 134.50%-114.5pp | 28.97%-9.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $981 | $2,921-66.4% | $5,682-82.7% | $4,291-77.1% |
| Admin fee / account holder | $29 | $1,264-97.7% | $13,215-99.8% | $1,588-98.1% |