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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,805 |
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 | $1,761 | $82,163-97.9% | $125,381-98.6% | $64,819-97.3% |
| Participation rate | 69.8% | 77.9%-8.1pp | 82.4%-12.6pp | 71.5%-1.7pp |
| Annual return | 0.00% | 3.49%-3.5pp | 572.31%-572.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,877 | $7,175-73.8% | $7,448-74.8% | $4,311-56.5% |
| Admin fee / account holder | $17 | $163-89.4% | $10,007-99.8% | $188-90.8% |