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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
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 | $2,227 | $28,416-92.2% | $73,550-97.0% | $69,631-96.8% |
| Participation rate | 5.4% | 38.3%-33.0pp | 54.9%-49.6pp | 70.7%-65.3pp |
| Annual return | 0.00% | -694.13%+694.1pp | -15.16%+15.2pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $123 | $897-86.3% | $1,804-93.2% | $3,224-96.2% |
| Admin fee / account holder | $2 | $104-98.1% | $2,320-99.9% | $110-98.2% |