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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,082 |
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 | $23,724 | $76,696-69.1% | $96,515-75.4% | $71,511-66.8% |
| Participation rate | 42.3% | 66.6%-24.2pp | 74.3%-32.0pp | 67.9%-25.6pp |
| Annual return | 39.49% | 48.32%-8.8pp | 35.73%+3.8pp | 28.86%+10.6pp |
| Employer contribution / active EE | $2,193 | $3,032-27.7% | $3,740-41.4% | $2,589-15.3% |
| Participant deferral / active EE | $4,424 | $3,770+17.3% | $4,880-9.3% | $4,291+3.1% |
| Admin fee / account holder | $116 | $2,030-94.3% | $6,735-98.3% | $1,588-92.7% |