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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,040 |
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 | $604 | $54,679-98.9% | $76,119-99.2% | $74,459-99.2% |
| Participation rate | 65.7% | 60.3%+5.3pp | 69.1%-3.4pp | 67.2%-1.5pp |
| Annual return | 0.00% | 31.90%-31.9pp | 361.25%-361.2pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $432 | $3,072-85.9% | $4,259-89.9% | $4,350-90.1% |
| Admin fee / account holder | $35 | $2,238-98.4% | $6,421-99.4% | $1,945-98.2% |