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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,019 |
ADP BROKER-DEALER4 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.
Participant contribution per participant 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 | $14,301 | $84,936-83.2% | $111,308-87.2% | $79,391-82.0% |
| Participation rate | 28.8% | 75.9%-47.1pp | 77.3%-48.5pp | 70.7%-41.9pp |
| Annual return | 23.74% | 17.45%+6.3pp | 54.67%-30.9pp | 116.88%-93.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,133 | $3,888-70.9% | $4,487-74.7% | $4,046-72.0% |
| Admin fee / account holder | $14 | $537-97.4% | $7,965-99.8% | $627-97.8% |