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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
ADP BROKER-DEALER6 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,555 | $55,437-90.0% | $155,534-96.4% | $74,459-92.5% |
| Participation rate | 63.0% | 61.9%+1.1pp | 78.2%-15.2pp | 67.2%-4.2pp |
| Annual return | 9.38% | 269.58%-260.2pp | 64.92%-55.5pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $719 | $2,266-68.3% | $4,675-84.6% | $2,626-72.6% |
| Participant deferral / active EE | $1,180 | $2,837-58.4% | $5,630-79.0% | $4,350-72.9% |
| Admin fee / account holder | $7 | $1,742-99.6% | $15,900-100.0% | $1,945-99.6% |