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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,146 |
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 | $7,349 | $40,435-81.8% | $80,627-90.9% | $74,460-90.1% |
| Participation rate | 30.2% | 47.4%-17.1pp | 67.0%-36.8pp | 70.7%-40.5pp |
| Annual return | 15.91% | 165.19%-149.3pp | 936.76%-920.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $218 | $1,498-85.4% | $2,723-92.0% | $2,638-91.7% |
| Participant deferral / active EE | $957 | $2,673-64.2% | $4,443-78.5% | $4,530-78.9% |
| Admin fee / account holder | $55 | $721-92.4% | $5,381-99.0% | $348-84.2% |