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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 | $54,558-98.9% | $76,051-99.2% | $74,400-99.2% |
| Participation rate | 65.7% | 60.3%+5.4pp | 69.1%-3.4pp | 67.2%-1.5pp |
| Annual return | 0.00% | 31.83%-31.8pp | 360.42%-360.4pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,690-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $432 | $3,065-85.9% | $4,257-89.9% | $4,348-90.1% |
| Admin fee / account holder | $35 | $2,232-98.4% | $6,416-99.4% | $1,944-98.2% |