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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,694 | $59,140-70.1% | $160,037-88.9% | $66,949-73.6% |
| Participation rate | 31.9% | 68.1%-36.3pp | 78.0%-46.1pp | 69.8%-38.0pp |
| Annual return | -14.29% | -12.25%-2.0pp | 408.95%-423.2pp | 1.57%-15.9pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $4,226-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,491 | $4,399-43.4% | $6,184-59.7% | $4,239-41.2% |
| Admin fee / account holder | $220 | $591-62.8% | $8,716-97.5% | $594-62.9% |