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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,096 |
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 | $10,020 | $104,482-90.4% | $159,455-93.7% | $79,393-87.4% |
| Participation rate | 68.1% | 76.6%-8.5pp | 82.8%-14.7pp | 70.7%-2.6pp |
| Annual return | 0.00% | 67.96%-68.0pp | 263.63%-263.6pp | 116.87%-116.9pp |
| Employer contribution / active EE | $2,020 | $3,416-40.9% | $4,830-58.2% | $2,428-16.8% |
| Participant deferral / active EE | $4,306 | $6,467-33.4% | $7,353-41.4% | $4,046+6.4% |
| Admin fee / account holder | $23 | $711-96.7% | $10,800-99.8% | $627-96.3% |