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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $540 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,086 | $46,423-93.4% | $75,900-95.9% | $67,582-95.4% |
| Participation rate | 10.6% | 63.1%-52.5pp | 69.3%-58.7pp | 71.3%-60.7pp |
| Annual return | 0.00% | 32.29%-32.3pp | 30.73%-30.7pp | 378.57%-378.6pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,501-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $351 | $2,564-86.3% | $3,604-90.3% | $3,539-90.1% |
| Admin fee / account holder | $15 | $132-88.3% | $5,421-99.7% | $142-89.2% |