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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,929 |
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 | $4,508 | $37,418-88.0% | $77,096-94.2% | $77,906-94.2% |
| Participation rate | 26.5% | 46.9%-20.4pp | 67.9%-41.4pp | 73.7%-47.2pp |
| Annual return | -16.22% | -7.13%-9.1pp | 42.35%-58.6pp | 12.16%-28.4pp |
| Employer contribution / active EE | $214 | $1,200-82.2% | $2,814-92.4% | $2,846-92.5% |
| Participant deferral / active EE | $658 | $2,572-74.4% | $4,429-85.2% | $4,805-86.3% |
| Admin fee / account holder | $30 | $126-76.0% | $5,428-99.4% | $133-77.2% |