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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,892 |
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 | $24,772 | $65,960-62.4% | $81,882-69.7% | $77,762-68.1% |
| Participation rate | 39.3% | 65.8%-26.5pp | 72.4%-33.1pp | 70.6%-31.3pp |
| Annual return | 12.63% | 26.64%-14.0pp | 779.47%-766.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $157 | $2,375-93.4% | $2,916-94.6% | $2,728-94.2% |
| Participant deferral / active EE | $1,077 | $3,505-69.3% | $4,323-75.1% | $4,651-76.8% |
| Admin fee / account holder | $16 | $526-97.0% | $7,360-99.8% | $433-96.4% |