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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17 |
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 | $270 | $82,979-99.7% | $102,412-99.7% | $77,736-99.7% |
| Participation rate | 67.7% | 71.5%-3.8pp | 74.5%-6.8pp | 70.6%-2.9pp |
| Annual return | 0.00% | 19.11%-19.1pp | 24.94%-24.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $201 | $4,109-95.1% | $5,060-96.0% | $4,651-95.7% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |