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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,772 |
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 | $18,922 | $82,979-77.2% | $102,412-81.5% | $77,736-75.7% |
| Participation rate | 66.8% | 71.5%-4.7pp | 74.5%-7.7pp | 70.6%-3.8pp |
| Annual return | 0.00% | 19.11%-19.1pp | 24.94%-24.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $952 | $3,554-73.2% | $3,870-75.4% | $2,728-65.1% |
| Participant deferral / active EE | $2,146 | $4,109-47.8% | $5,060-57.6% | $4,651-53.9% |
| Admin fee / account holder | $27 | $639-95.8% | $8,388-99.7% | $433-93.9% |