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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,169 |
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 | $12,800 | $70,879-81.9% | $189,575-93.2% | $79,391-83.9% |
| Participation rate | 47.9% | 68.0%-20.1pp | 78.4%-30.6pp | 70.7%-22.8pp |
| Annual return | 19.99% | 20.70%-0.7pp | 64.19%-44.2pp | 116.88%-96.9pp |
| Employer contribution / active EE | $674 | $1,806-62.7% | $4,412-84.7% | $2,428-72.2% |
| Participant deferral / active EE | $1,504 | $4,081-63.2% | $6,174-75.6% | $4,046-62.8% |
| Admin fee / account holder | $63 | $647-90.2% | $9,806-99.4% | $627-89.9% |