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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,703 |
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 | $33,937 | $73,638-53.9% | $108,405-68.7% | $79,391-57.3% |
| Participation rate | 49.7% | 77.4%-27.7pp | 80.1%-30.5pp | 70.7%-21.1pp |
| Annual return | 21.04% | 33.27%-12.2pp | 905.55%-884.5pp | 116.88%-95.8pp |
| Employer contribution / active EE | $961 | $2,397-59.9% | $3,559-73.0% | $2,428-60.4% |
| Participant deferral / active EE | $2,804 | $6,218-54.9% | $6,563-57.3% | $4,046-30.7% |
| Admin fee / account holder | $123 | $638-80.7% | $7,297-98.3% | $627-80.3% |