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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,755 |
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 | $16,473 | $55,122-70.1% | $104,639-84.3% | $73,497-77.6% |
| Participation rate | 51.4% | 67.7%-16.3pp | 74.1%-22.6pp | 70.7%-19.3pp |
| Annual return | 18.65% | 24.77%-6.1pp | 340.67%-322.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $928 | $1,464-36.6% | $2,682-65.4% | $2,270-59.1% |
| Participant deferral / active EE | $1,958 | $2,919-32.9% | $3,738-47.6% | $3,740-47.6% |
| Admin fee / account holder | $14 | $423-96.8% | $6,465-99.8% | $513-97.4% |