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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,003 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,678 | $65,453-88.3% | $86,691-91.1% | $66,930-88.5% |
| Participation rate | 57.3% | 75.5%-18.1pp | 76.6%-19.3pp | 69.8%-12.5pp |
| Annual return | -17.64% | -10.89%-6.7pp | 35.94%-53.6pp | 1.57%-19.2pp |
| Employer contribution / active EE | $1,594 | $2,154-26.0% | $2,837-43.8% | $2,545-37.4% |
| Participant deferral / active EE | $2,422 | $4,102-40.9% | $4,656-48.0% | $4,238-42.8% |
| Admin fee / account holder | $82 | $642-87.2% | $7,492-98.9% | $593-86.1% |