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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,524 |
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 | $6,377 | $26,137-75.6% | $58,561-89.1% | $74,460-91.4% |
| Participation rate | 7.9% | 32.2%-24.2pp | 50.9%-42.9pp | 70.7%-62.8pp |
| Annual return | 25.20% | 32.53%-7.3pp | 4251.33%-4226.1pp | 34.38%-9.2pp |
| Employer contribution / active EE | $240 | $537-55.3% | $1,053-77.2% | $2,638-90.9% |
| Participant deferral / active EE | $377 | $1,076-64.9% | $1,923-80.4% | $4,530-91.7% |
| Admin fee / account holder | $60 | $648-90.7% | $2,520-97.6% | $348-82.7% |