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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,514 | $99,957-62.5% | $149,715-74.9% | $73,493-49.0% |
| Participation rate | 65.9% | 75.7%-9.8pp | 82.5%-16.6pp | 70.7%-4.8pp |
| Annual return | 21.72% | 53.87%-32.1pp | 276.66%-254.9pp | 28.51%-6.8pp |
| Employer contribution / active EE | $2 | $3,191-99.9% | $4,645-99.9% | $2,270-99.9% |
| Participant deferral / active EE | $8,155 | $6,073+34.3% | $6,842+19.2% | $3,740+118.1% |
| Admin fee / account holder | $25 | $551-95.4% | $9,310-99.7% | $513-95.0% |