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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $15,707 | $65,960-76.2% | $81,882-80.8% | $77,762-79.8% |
| Participation rate | 27.8% | 65.8%-37.9pp | 72.4%-44.6pp | 70.6%-42.8pp |
| Annual return | 14.72% | 26.64%-11.9pp | 779.47%-764.8pp | 31.27%-16.6pp |
| Employer contribution / active EE | $296 | $2,375-87.5% | $2,916-89.9% | $2,728-89.2% |
| Participant deferral / active EE | $966 | $3,505-72.4% | $4,323-77.7% | $4,651-79.2% |
| Admin fee / account holder | $53 | $526-90.0% | $7,360-99.3% | $433-87.8% |