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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $64,660 |
Service code 15 · EIN 52-8476588 | Recordkeeping | $18,587 |
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 | $12,074 | $50,902-76.3% | $155,534-92.2% | $77,736-84.5% |
| Participation rate | 68.1% | 63.1%+5.0pp | 78.2%-10.1pp | 70.6%-2.5pp |
| Annual return | 11.75% | 34.85%-23.1pp | 64.92%-53.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $812 | $1,991-59.2% | $4,675-82.6% | $2,728-70.2% |
| Participant deferral / active EE | $1,282 | $2,824-54.6% | $5,630-77.2% | $4,651-72.4% |
| Admin fee / account holder | $199 | $437-54.4% | $15,900-98.7% | $433-54.0% |