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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,879 |
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 | $16,245 | $73,532-77.9% | $178,505-90.9% | $74,478-78.2% |
| Participation rate | 65.5% | 66.6%-1.1pp | 77.1%-11.7pp | 67.2%-1.8pp |
| Annual return | 13.73% | 17.49%-3.8pp | 27.16%-13.4pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,006 | $4,519-33.5% | $6,280-52.1% | $4,350-30.9% |
| Admin fee / account holder | $16 | $1,813-99.1% | $10,428-99.8% | $1,946-99.2% |