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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $566 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $510 | $91,517-99.4% | $101,275-99.5% | $73,412-99.3% |
| Participation rate | 62.5% | 73.8%-11.3pp | 75.8%-13.3pp | 72.2%-9.7pp |
| Annual return | 0.00% | 17.17%-17.2pp | 46.48%-46.5pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $277 | $3,338-91.7% | $4,371-93.7% | $3,806-92.7% |
| Admin fee / account holder | $1 | $216-99.5% | $5,948-100.0% | $158-99.3% |