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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,092 |
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 | $8,503 | $42,901-80.2% | $91,225-90.7% | $64,819-86.9% |
| Participation rate | 33.3% | 68.1%-34.8pp | 73.2%-39.9pp | 71.5%-38.1pp |
| Annual return | 0.00% | -13.53%+13.5pp | 114.12%-114.1pp | 32.84%-32.8pp |
| Employer contribution / active EE | $1,373 | $1,571-12.6% | $2,851-51.8% | $2,507-45.2% |
| Participant deferral / active EE | $2,090 | $3,501-40.3% | $4,233-50.6% | $4,311-51.5% |
| Admin fee / account holder | $54 | $131-59.0% | $5,422-99.0% | $188-71.4% |