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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,160 |
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 | $10,595 | $31,741-66.6% | $56,025-81.1% | $200,096-94.7% |
| Participation rate | 9.5% | 32.3%-22.9pp | 52.5%-43.0pp | 72.0%-62.5pp |
| Annual return | 13.88% | 14.72%-0.8pp | 1712.69%-1698.8pp | 34.26%-20.4pp |
| Employer contribution / active EE | $187 | $508-63.1% | $1,042-82.0% | $3,038-93.8% |
| Participant deferral / active EE | $317 | $1,184-73.2% | $1,955-83.8% | $5,090-93.8% |
| Admin fee / account holder | $101 | $426-76.2% | $2,828-96.4% | $269-62.4% |