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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,901 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,270 | $64,176-74.6% | $112,249-85.5% | $66,938-75.7% |
| Participation rate | 61.9% | 68.4%-6.5pp | 75.1%-13.1pp | 69.8%-7.9pp |
| Annual return | 182.88% | -13.80%+196.7pp | 27.48%+155.4pp | 1.58%+181.3pp |
| Employer contribution / active EE | $2,011 | $3,007-33.1% | $3,636-44.7% | $2,545-21.0% |
| Participant deferral / active EE | $3,311 | $3,694-10.4% | $4,729-30.0% | $4,238-21.9% |
| Admin fee / account holder | $97 | $626-84.6% | $6,412-98.5% | $594-83.7% |