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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,102 |
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 | $246 | $47,180-99.5% | $149,723-99.8% | $74,473-99.7% |
| Participation rate | 57.0% | 63.4%-6.4pp | 78.8%-21.7pp | 70.7%-13.7pp |
| Annual return | 0.00% | 22.75%-22.7pp | 134.50%-134.5pp | 34.36%-34.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $150 | $2,730-94.5% | $5,682-97.4% | $4,530-96.7% |
| Admin fee / account holder | $14 | $343-96.0% | $13,215-99.9% | $347-96.0% |