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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 | $39,766-96.1% | $66,674-97.7% | $71,012-97.8% |
| Participation rate | 60.0% | 47.7%+12.3pp | 73.7%-13.7pp | 58.6%+1.4pp |
| Annual return | 0.00% | 181.39%-181.4pp | 321.24%-321.2pp | 37.67%-37.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,620-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $437 | $1,868-76.6% | $4,084-89.3% | $3,246-86.5% |
| Admin fee / account holder | $53 | $1,097-95.2% | $5,098-99.0% | $1,167-95.5% |