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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,574 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,070 | $91,439-70.4% | $135,974-80.1% | $71,511-62.1% |
| Participation rate | 53.9% | 75.7%-21.8pp | 81.9%-28.0pp | 67.9%-14.1pp |
| Annual return | 16.17% | 29.90%-13.7pp | 68.30%-52.1pp | 28.86%-12.7pp |
| Employer contribution / active EE | $323 | $3,705-91.3% | $4,859-93.4% | $2,589-87.5% |
| Participant deferral / active EE | $3,379 | $7,093-52.4% | $7,760-56.5% | $4,291-21.2% |
| Admin fee / account holder | $308 | $1,267-75.7% | $10,767-97.1% | $1,588-80.6% |