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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,499 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,320 |
ADP BROKER-DEALER3+ 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.
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 | $17,910 | $84,936-78.9% | $111,303-83.9% | $79,393-77.4% |
| Participation rate | 61.6% | 75.9%-14.3pp | 77.3%-15.7pp | 70.7%-9.1pp |
| Annual return | 19.14% | 17.45%+1.7pp | 54.66%-35.5pp | 116.87%-97.7pp |
| Employer contribution / active EE | $1,651 | $1,979-16.6% | $2,731-39.6% | $2,428-32.0% |
| Participant deferral / active EE | $2,913 | $3,888-25.1% | $4,487-35.1% | $4,046-28.0% |
| Admin fee / account holder | $81 | $537-85.0% | $7,966-99.0% | $627-87.1% |