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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,878 |
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 | $20,985 | $52,188-59.8% | $86,640-75.8% | $74,460-71.8% |
| Participation rate | 41.7% | 66.3%-24.7pp | 71.7%-30.0pp | 70.7%-29.1pp |
| Annual return | 19.97% | 44.46%-24.5pp | 592.52%-572.6pp | 34.38%-14.4pp |
| Employer contribution / active EE | $168 | $2,282-92.6% | $3,024-94.4% | $2,638-93.6% |
| Participant deferral / active EE | $1,129 | $3,383-66.6% | $4,438-74.6% | $4,530-75.1% |
| Admin fee / account holder | $10 | $319-96.8% | $5,616-99.8% | $348-97.0% |