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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $39,815 | $86,938-54.2% | $102,423-61.1% | $80,925-50.8% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.8pp | 67.7%-21.9pp |
| Annual return | 10.82% | 18.89%-8.1pp | 29.42%-18.6pp | 35.65%-24.8pp |
| Employer contribution / active EE | $380 | $2,369-84.0% | $3,023-87.4% | $2,756-86.2% |
| Participant deferral / active EE | $3,319 | $4,120-19.4% | $5,054-34.3% | $4,299-22.8% |
| Admin fee / account holder | $185 | $8,053-97.7% | $9,455-98.0% | $6,940-97.3% |