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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,120 | $79,523-81.0% | $140,019-89.2% | $56,287-73.1% |
| Participation rate | 53.2% | 85.7%-32.5pp | 87.5%-34.3pp | 69.9%-16.7pp |
| Annual return | 13.05% | 2.39%+10.7pp | 651.15%-638.1pp | -9.96%+23.0pp |
| Employer contribution / active EE | $748 | $3,350-77.7% | $5,605-86.7% | $2,111-64.6% |
| Participant deferral / active EE | $3,299 | $5,129-35.7% | $6,927-52.4% | $3,350-1.5% |
| Admin fee / account holder | $125 | $614-79.6% | $10,705-98.8% | $521-76.0% |