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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,941 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $985 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $98,200 | $86,225+13.9% | $146,643-33.0% | $86,821+13.1% |
| Participation rate | 18.3% | 78.0%-59.7pp | 80.1%-61.8pp | 72.3%-54.0pp |
| Annual return | 323.61% | 31.23%+292.4pp | 22.75%+300.9pp | 97.94%+225.7pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,137-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $621 | $4,245-85.4% | $5,506-88.7% | $4,132-85.0% |
| Admin fee / account holder | $127 | $195-35.0% | $10,280-98.8% | $170-25.2% |