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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,806 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,103 | $42,353-47.8% | $79,550-72.2% | $64,808-65.9% |
| Participation rate | 52.7% | 64.8%-12.0pp | 69.5%-16.8pp | 71.5%-18.7pp |
| Annual return | -21.12% | -12.24%-8.9pp | 0.16%-21.3pp | 32.82%-53.9pp |
| Employer contribution / active EE | $2,476 | $1,181+109.7% | $2,413+2.6% | $2,506-1.2% |
| Participant deferral / active EE | $2,336 | $3,170-26.3% | $3,985-41.4% | $4,310-45.8% |
| Admin fee / account holder | $67 | $160-58.2% | $6,832-99.0% | $188-64.5% |