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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,337 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,984 | $55,636-94.6% | $81,991-96.4% | $73,493-95.9% |
| Participation rate | 59.2% | 62.3%-3.1pp | 69.3%-10.1pp | 70.7%-11.5pp |
| Annual return | 48.82% | 19.07%+29.8pp | 41.31%+7.5pp | 28.51%+20.3pp |
| Employer contribution / active EE | $762 | $1,625-53.1% | $2,498-69.5% | $2,270-66.4% |
| Participant deferral / active EE | $271 | $2,762-90.2% | $3,722-92.7% | $3,740-92.8% |
| Admin fee / account holder | $30 | $493-94.0% | $5,665-99.5% | $513-94.2% |