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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,526 |
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 | $5,921 | $45,343-86.9% | $150,298-96.1% | $67,986-91.3% |
| Participation rate | 67.4% | 51.9%+15.6pp | 77.8%-10.3pp | 57.2%+10.2pp |
| Annual return | 15.26% | 33.28%-18.0pp | 62.79%-47.5pp | 31.67%-16.4pp |
| Employer contribution / active EE | $609 | $1,462-58.3% | $4,154-85.3% | $2,019-69.8% |
| Participant deferral / active EE | $826 | $2,055-59.8% | $5,453-84.9% | $3,358-75.4% |
| Admin fee / account holder | $7 | $2,250-99.7% | $14,116-100.0% | $3,203-99.8% |