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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,467 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $15,946 | $50,919-68.7% | $155,556-89.7% | $77,762-79.5% |
| Participation rate | 44.2% | 63.1%-18.9pp | 78.2%-34.0pp | 70.6%-26.4pp |
| Annual return | 17.09% | 34.84%-17.7pp | 64.84%-47.7pp | 31.27%-14.2pp |
| Employer contribution / active EE | $1,442 | $1,991-27.6% | $4,675-69.2% | $2,728-47.2% |
| Participant deferral / active EE | $2,600 | $2,824-7.9% | $5,631-53.8% | $4,651-44.1% |
| Admin fee / account holder | $127 | $437-70.8% | $15,885-99.2% | $433-70.6% |