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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,124 |
ADP BROKER-DEALER10+ 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 | $11,311 | $62,686-82.0% | $178,540-93.7% | $77,736-85.4% |
| Participation rate | 39.4% | 66.9%-27.5pp | 77.1%-37.7pp | 70.6%-31.2pp |
| Annual return | 14.00% | 16.16%-2.2pp | 27.15%-13.1pp | 31.26%-17.3pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,953-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,251 | $4,224-70.4% | $6,281-80.1% | $4,651-73.1% |
| Admin fee / account holder | $23 | $386-94.2% | $10,424-99.8% | $433-94.8% |