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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,028 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,592 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,612 | $56,152-75.8% | $185,861-92.7% | $73,412-81.5% |
| Participation rate | 54.0% | 67.6%-13.6pp | 78.0%-24.1pp | 72.2%-18.2pp |
| Annual return | 15.42% | 17.59%-2.2pp | 35.96%-20.5pp | 59.30%-43.9pp |
| Employer contribution / active EE | $697 | $1,532-54.5% | $4,088-83.0% | $2,234-68.8% |
| Participant deferral / active EE | $1,052 | $3,659-71.2% | $5,634-81.3% | $3,806-72.3% |
| Admin fee / account holder | $58 | $132-56.3% | $9,503-99.4% | $158-63.4% |