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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,101 |
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 | $8,035 | $59,006-86.4% | $97,260-91.7% | $74,459-89.2% |
| Participation rate | 68.2% | 63.7%+4.5pp | 72.7%-4.4pp | 67.2%+1.0pp |
| Annual return | 12.38% | 16.04%-3.7pp | 75.54%-63.2pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $456 | $1,894-75.9% | $2,721-83.2% | $2,626-82.6% |
| Participant deferral / active EE | $2,461 | $3,671-32.9% | $4,262-42.2% | $4,350-43.4% |
| Admin fee / account holder | $111 | $1,974-94.4% | $5,640-98.0% | $1,945-94.3% |