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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,865 | $42,367-67.3% | $79,583-82.6% | $64,824-78.6% |
| Participation rate | 34.7% | 64.7%-30.0pp | 69.5%-34.8pp | 71.5%-36.8pp |
| Annual return | -16.43% | -12.24%-4.2pp | 0.16%-16.6pp | 32.84%-49.3pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,904 | $3,168-39.9% | $3,986-52.2% | $4,311-55.8% |
| Admin fee / account holder | $6 | $160-96.3% | $6,835-99.9% | $188-96.8% |