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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-1959178 | Recordkeeping | $6,151 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,418 |
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 | $33,445 | $47,163-29.1% | $149,696-77.7% | $74,460-55.1% |
| Participation rate | 27.2% | 63.4%-36.2pp | 78.8%-51.6pp | 70.7%-43.5pp |
| Annual return | 20.09% | 22.75%-2.7pp | 134.46%-114.4pp | 34.38%-14.3pp |
| Employer contribution / active EE | $2 | $1,907-99.9% | $4,821-100.0% | $2,638-99.9% |
| Participant deferral / active EE | $2,061 | $2,730-24.5% | $5,682-63.7% | $4,530-54.5% |
| Admin fee / account holder | $93 | $343-72.9% | $13,212-99.3% | $348-73.3% |