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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,009 | $29,516-83.0% | $77,513-93.5% | $90,274-94.5% |
| Participation rate | 14.5% | 33.7%-19.1pp | 54.2%-39.7pp | 73.4%-58.8pp |
| Annual return | 17.65% | 231.18%-213.5pp | 54.81%-37.2pp | 53.97%-36.3pp |
| Employer contribution / active EE | $0 | $381-100.0% | $987-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $293 | $944-68.9% | $1,861-84.2% | $4,231-93.1% |
| Admin fee / account holder | $28 | $106-73.6% | $2,859-99.0% | $114-75.5% |