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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $77 |
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 | $6,580 | $50,956-87.1% | $96,572-93.2% | $86,821-92.4% |
| Participation rate | 0.7% | 65.2%-64.6pp | 69.8%-69.2pp | 72.3%-71.6pp |
| Annual return | 18.35% | 21.27%-2.9pp | 37.79%-19.4pp | 97.94%-79.6pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $49 | $2,954-98.4% | $3,850-98.7% | $4,132-98.8% |
| Admin fee / account holder | $20 | $166-88.3% | $6,183-99.7% | $170-88.5% |