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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,344 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,675 | $91,517-77.4% | $101,275-79.6% | $73,412-71.8% |
| Participation rate | 22.4% | 73.8%-51.4pp | 75.8%-53.4pp | 72.2%-49.8pp |
| Annual return | 186.29% | 17.17%+169.1pp | 46.48%+139.8pp | 59.30%+127.0pp |
| Employer contribution / active EE | $789 | $2,877-72.6% | $3,660-78.5% | $2,234-64.7% |
| Participant deferral / active EE | $1,617 | $3,338-51.6% | $4,371-63.0% | $3,806-57.5% |
| Admin fee / account holder | $88 | $216-59.1% | $5,948-98.5% | $158-44.1% |