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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,978 |
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 | $14,309 | $59,467-75.9% | $93,727-84.7% | $74,478-80.8% |
| Participation rate | 49.5% | 59.6%-10.1pp | 68.7%-19.2pp | 67.2%-17.7pp |
| Annual return | 12.96% | 82.14%-69.2pp | 133.83%-120.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,254 | $1,267-1.0% | $2,421-48.2% | $2,626-52.3% |
| Participant deferral / active EE | $1,749 | $3,052-42.7% | $4,417-60.4% | $4,350-59.8% |
| Admin fee / account holder | $25 | $3,028-99.2% | $8,292-99.7% | $1,946-98.7% |