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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,485 |
ADP BROKER-DEALER6 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.
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 | $16,049 | $31,105-48.4% | $53,647-70.1% | $64,097-75.0% |
| Participation rate | 26.7% | 30.7%-4.0pp | 56.3%-29.6pp | 55.2%-28.5pp |
| Annual return | 15.83% | 22.54%-6.7pp | 358.33%-342.5pp | 34.64%-18.8pp |
| Employer contribution / active EE | $58 | $441-86.9% | $962-94.0% | $1,891-97.0% |
| Participant deferral / active EE | $836 | $896-6.7% | $1,813-53.9% | $3,080-72.9% |
| Admin fee / account holder | $140 | $2,195-93.6% | $2,460-94.3% | $3,454-96.0% |