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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,960 |
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 | $14,968 | $76,669-80.5% | $96,520-84.5% | $71,495-79.1% |
| Participation rate | 69.8% | 66.6%+3.2pp | 74.3%-4.6pp | 67.9%+1.8pp |
| Annual return | 18.82% | 48.29%-29.5pp | 35.72%-16.9pp | 28.85%-10.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,739-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,916 | $3,771-49.2% | $4,879-60.7% | $4,291-55.4% |
| Admin fee / account holder | $27 | $2,028-98.7% | $6,733-99.6% | $1,588-98.3% |