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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
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 | $614 | $42,367-98.5% | $79,583-99.2% | $64,824-99.1% |
| Participation rate | 4.4% | 64.7%-60.3pp | 69.5%-65.0pp | 71.5%-67.0pp |
| Annual return | 0.00% | -12.24%+12.2pp | 0.16%-0.2pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $46 | $3,168-98.6% | $3,986-98.8% | $4,311-98.9% |
| Admin fee / account holder | $3 | $160-98.2% | $6,835-100.0% | $188-98.5% |