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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,330 |
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 | $27,271 | $84,499-67.7% | $125,391-78.3% | $66,949-59.3% |
| Participation rate | 54.5% | 76.4%-21.9pp | 82.4%-27.9pp | 69.8%-15.3pp |
| Annual return | -12.62% | -8.49%-4.1pp | 572.41%-585.0pp | 1.57%-14.2pp |
| Employer contribution / active EE | $362 | $3,554-89.8% | $4,816-92.5% | $2,545-85.8% |
| Participant deferral / active EE | $3,393 | $6,785-50.0% | $7,448-54.4% | $4,239-20.0% |
| Admin fee / account holder | $280 | $685-59.1% | $10,009-97.2% | $594-52.8% |