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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,942 |
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 | $10,136 | $54,679-81.5% | $76,119-86.7% | $74,459-86.4% |
| Participation rate | 64.3% | 60.3%+4.0pp | 69.1%-4.8pp | 67.2%-2.9pp |
| Annual return | 19.10% | 31.90%-12.8pp | 361.25%-342.1pp | 1369.70%-1350.6pp |
| Employer contribution / active EE | $842 | $1,781-52.7% | $2,693-68.7% | $2,626-67.9% |
| Participant deferral / active EE | $2,277 | $3,072-25.9% | $4,259-46.5% | $4,350-47.6% |
| Admin fee / account holder | $82 | $2,238-96.4% | $6,421-98.7% | $1,945-95.8% |