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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,823 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,581 | $61,058-53.2% | $71,209-59.9% | $85,563-66.6% |
| Participation rate | 38.2% | 58.6%-20.4pp | 73.8%-35.6pp | 66.0%-27.8pp |
| Annual return | 17.02% | 100.41%-83.4pp | 282.51%-265.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $154 | $2,199-93.0% | $2,721-94.3% | $2,654-94.2% |
| Participant deferral / active EE | $1,003 | $3,173-68.4% | $4,175-76.0% | $4,375-77.1% |
| Admin fee / account holder | $20 | $855-97.7% | $5,349-99.6% | $834-97.7% |