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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $65,209 | $39,286+66.0% | $80,741-19.2% | $79,393-17.9% |
| Participation rate | 30.0% | 41.0%-11.0pp | 54.2%-24.2pp | 70.7%-40.7pp |
| Annual return | 7.84% | 98.95%-91.1pp | 87.30%-79.5pp | 116.87%-109.0pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,084 | $1,264-14.2% | $2,145-49.5% | $4,046-73.2% |
| Admin fee / account holder | $342 | $647-47.1% | $3,380-89.9% | $627-45.4% |