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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $611 |
ADP BROKER-DEALER8+ 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 | $32,273 | $65,453-50.7% | $86,698-62.8% | $66,938-51.8% |
| Participation rate | 10.1% | 75.5%-65.4pp | 76.6%-66.5pp | 69.8%-59.8pp |
| Annual return | -15.65% | -10.89%-4.8pp | 35.95%-51.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $931 | $4,102-77.3% | $4,656-80.0% | $4,238-78.0% |
| Admin fee / account holder | $21 | $642-96.7% | $7,493-99.7% | $594-96.5% |