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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,877 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $12,797 |
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 | $6,079 | $31,741-80.8% | $56,025-89.1% | $200,096-97.0% |
| Participation rate | 23.9% | 32.3%-8.4pp | 52.5%-28.6pp | 72.0%-48.1pp |
| Annual return | 14.15% | 14.72%-0.6pp | 1712.69%-1698.5pp | 34.26%-20.1pp |
| Employer contribution / active EE | $279 | $508-45.0% | $1,042-73.2% | $3,038-90.8% |
| Participant deferral / active EE | $751 | $1,184-36.6% | $1,955-61.6% | $5,090-85.2% |
| Admin fee / account holder | $107 | $426-75.0% | $2,828-96.2% | $269-60.4% |