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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,973 |
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 | $1,544 | $51,878-97.0% | $68,368-97.7% | $79,634-98.1% |
| Participation rate | 60.0% | 53.7%+6.3pp | 73.8%-13.8pp | 62.5%-2.5pp |
| Annual return | 0.00% | 137.43%-137.4pp | 292.57%-292.6pp | 36.46%-36.5pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $437 | $2,577-83.0% | $4,123-89.4% | $3,835-88.6% |
| Admin fee / account holder | $53 | $942-94.4% | $5,150-99.0% | $1,002-94.7% |